Patriot Financial Group Insurance Agency’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,000	Closed	-$19K	–	1217
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	1027
2022 Q1	$22K	Sell	1,000 -100	-9%	-$2.33K	﹤0.01%	1055
2021 Q4	$28K	Hold	1,100	–	–	﹤0.01%	1081
2021 Q3	$27K	Hold	1,100	–	–	﹤0.01%	1085
2021 Q2	$28K	Hold	1,100	–	–	0.01%	1046
2021 Q1	$28K	Hold	1,100	–	–	0.01%	970
2020 Q4	$27K	Hold	1,100	–	–	0.01%	885
2020 Q3	$24K	Hold	1,100	–	–	0.01%	743
2020 Q2	$25K	Hold	1,100	–	–	0.01%	687
2020 Q1	$20K	Hold	1,100	–	–	0.01%	667
2019 Q4	$28K	Hold	1,100	–	–	0.01%	603
2019 Q3	$27K	Hold	1,100	–	–	0.01%	566
2019 Q2	$26K	Hold	1,100	–	–	0.01%	570
2019 Q1	$25K	Hold	1,100	–	–	0.01%	498
2018 Q4	$22K	Hold	1,100	–	–	0.01%	450
2018 Q3	$25K	Buy	1,100 +300	+38%	+$6.96K	0.01%	443
2018 Q2	$19K	Hold	800	–	–	0.02%	299
2018 Q1	$19K	Buy	+800	New	+$19.1K	0.01%	481
2017 Q4	–	Sell	-800	Closed	-$20K	–	952
2017 Q3	$20K	Hold	800	–	–	0.02%	408
2017 Q2	$20K	Hold	800	–	–	0.02%	387
2017 Q1	$19K	Hold	800	–	–	0.02%	365
2016 Q4	$19K	Buy	+800	New	+$18.7K	0.03%	350

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Patriot Financial Group Insurance Agency's JPI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2022, closing a stake of 1,000 shares — an estimated $19K sold.

Patriot Financial Group Insurance Agency first reported a position in JPI in Q4 2016 and held it in 22 quarters. The position peaked at $28K in Q4 2021. 59 funds tracked by Wall St. Rank hold JPI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2022, an estimated $19K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2016 and held it in 22 quarters.
Patriot Financial Group Insurance Agency's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $28K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.