MCC
JPI

Money Concepts Capital’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Money Concepts Capital’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,513
Closed -$140K – 1773
2022
Q4 		$140K Buy
+7,513
New +$139K 0.01% 836

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Money Concepts Capital's JPI Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2023, closing a stake of 7,513 shares — an estimated $140K sold.

Money Concepts Capital first reported a position in JPI in Q4 2022 and held it in 1 quarter. The position peaked at $140K in Q4 2022. 66 funds tracked by Wall St. Rank hold JPI as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 7,513 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2023, an estimated $140K.
  • Money Concepts Capital first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $140K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.