NewEdge Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

NewEdge Advisors’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
2024 Q3	–	Sell	-19,665	Closed	-$382K	–	3880
2024 Q2	$382K	Buy	19,665 +2,373	+14%	+$45.4K	﹤0.01%	1580
2024 Q1	$333K	Buy	17,292 +3,874	+29%	+$72.5K	﹤0.01%	1586
2023 Q4	$249K	Buy	13,418 +13,221	+6,711%	+$228K	﹤0.01%	1623
2023 Q3	$3.38K	Sell	197 -10,191	-98%	-$175K	﹤0.01%	2917
2023 Q2	$174K	Hold	10,388	–	–	﹤0.01%	1685
2023 Q1	$170K	Sell	10,388 -5,610	-35%	-$107K	﹤0.01%	1595
2022 Q4	$295K	Buy	15,998 +4,810	+43%	+$89.1K	0.01%	1014
2022 Q3	$207K	Buy	11,188 +300	+3%	+$5.96K	﹤0.01%	1350
2022 Q2	$210K	Buy	10,888 +600	+6%	+$12.3K	﹤0.01%	1377
2022 Q1	$226K	Buy	10,288 +1,249	+14%	+$29.1K	﹤0.01%	1007
2021 Q4	$234K	Buy	+9,039	New	+$227K	﹤0.01%	1450
2017 Q3	–	Sell	-680	Closed	-$16.9K	–	756
2017 Q2	$16.9K	Buy	+680	New	+$16.8K	﹤0.01%	787

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's JPI Position: Q3 2024 in Review

NewEdge Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 19,665 shares — an estimated $382K sold.

NewEdge Advisors first reported a position in JPI in Q2 2017 and held it in 12 quarters. The position peaked at $382K in Q2 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

NewEdge Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
NewEdge Advisors sold 19,665 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $382K.
NewEdge Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2017 and held it in 12 quarters.
NewEdge Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $382K in Q2 2024.
49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.