Physician Wealth Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-15,539
| Closed | -$323K | – | 1977 |
|
|
2025
Q2 | $323K | Hold |
15,539
| – | – | 0.05% | 133 |
|
|
2025
Q1 | $306K | Hold |
15,539
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $305K | Hold |
15,539
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $326K | Hold |
15,539
| – | – | 0.06% | 126 |
|
|
2024
Q2 | $306K | Hold |
15,539
| – | – | 0.06% | 124 |
|
|
2024
Q1 | $294K | Hold |
15,539
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $288K | Hold |
15,539
| – | – | 0.06% | 122 |
|
|
2023
Q3 | $257K | Hold |
15,539
| – | – | 0.07% | 125 |
|
|
2023
Q2 | $263K | Hold |
15,539
| – | – | 0.07% | 128 |
|
|
2023
Q1 | $265K | Hold |
15,539
| – | – | 0.07% | 125 |
|
|
2022
Q4 | $308K | Hold |
15,539
| – | – | 0.08% | 108 |
|
|
2022
Q3 | $289K | Hold |
15,539
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $325K | Sell |
15,539
-8,961
| -37% | -$184K | 0.09% | 106 |
|
|
2022
Q1 | $513K | Hold |
24,500
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $628K | Hold |
24,500
| – | – | 0.16% | 76 |
|
|
2021
Q3 | $622K | Hold |
24,500
| – | – | 0.17% | 73 |
|
|
2021
Q2 | $635K | Hold |
24,500
| – | – | 0.18% | 71 |
|
|
2021
Q1 | $613K | Hold |
24,500
| – | – | 0.2% | 67 |
|
|
2020
Q4 | $594K | Hold |
24,500
| – | – | 0.2% | 69 |
|
|
2020
Q3 | $537K | Hold |
24,500
| – | – | 0.22% | 63 |
|
|
2020
Q2 | $553K | Buy |
+24,500
| New | +$498K | 0.22% | 62 |
|
Other funds holding JPI
Physician Wealth Advisors's JPI Position: Q3 2025 in Review
Physician Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 15,539 shares — an estimated $323K sold.
Physician Wealth Advisors first reported a position in JPI in Q2 2020 and held it in 21 quarters. The position peaked at $635K in Q2 2021. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.
- Physician Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
- Physician Wealth Advisors sold 15,539 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $323K.
- Physician Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2020 and held it in 21 quarters.
- Physician Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $635K in Q2 2021.
- 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.
Based on Physician Wealth Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.