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

Opal Wealth 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
2025 Q3	–	Sell	-2,000	Closed	-$41.6K	–	373
2025 Q2	$41.6K	Hold	2,000	–	–	0.01%	407
2025 Q1	$39.3K	Buy	+2,000	New	+$39.9K	0.01%	386
2024 Q3	–	Sell	-2,000	Closed	-$38.9K	–	705
2024 Q2	$38.9K	Buy	+2,000	New	+$38.3K	0.01%	385

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Opal Wealth Advisors's JPI Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 2,000 shares — an estimated $41.6K sold.

Opal Wealth Advisors first reported a position in JPI in Q2 2024 and held it in 3 quarters. The position peaked at $41.6K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Opal Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 2,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $41.6K.
Opal Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $41.6K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.