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

Optimum Investment 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
2021 Q1	–	Sell	-500	Closed	-$12K	–	932
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	700
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	687
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	684
2020 Q1	$9K	Hold	500	–	–	﹤0.01%	694
2019 Q4	$13K	Hold	500	–	–	﹤0.01%	735
2019 Q3	$12K	Hold	500	–	–	﹤0.01%	756
2019 Q2	$12K	Hold	500	–	–	﹤0.01%	751
2019 Q1	$11K	Buy	+500	New	+$11K	﹤0.01%	791

Other funds holding JPI

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

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

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Optimum Investment Advisors's JPI Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2021, closing a stake of 500 shares — an estimated $12K sold.

Optimum Investment Advisors first reported a position in JPI in Q1 2019 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 62 funds tracked by Wall St. Rank hold JPI as of Q1 2021.

Optimum Investment Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Optimum Investment Advisors sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2021, an estimated $12K.
Optimum Investment Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 8 quarters.
Optimum Investment Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $13K in Q4 2019.
62 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.