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

Principal Securities’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	-1,250	Closed	-$26K	–	3796
2025 Q2	$26K	Sell	1,250 -180	-13%	-$3.6K	﹤0.01%	2194
2025 Q1	$28K	Hold	1,430	–	–	﹤0.01%	2020
2024 Q4	$28K	Hold	1,430	–	–	﹤0.01%	2016
2024 Q3	$29.8K	Hold	1,430	–	–	﹤0.01%	1925
2024 Q2	$27.8K	Hold	1,430	–	–	﹤0.01%	1895
2024 Q1	$27.5K	Hold	1,430	–	–	﹤0.01%	1848
2023 Q4	$26.1K	Buy	+1,430	New	+$24.7K	﹤0.01%	1788

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

Principal Securities's JPI Position: Q3 2025 in Review

Principal Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 1,250 shares — an estimated $26K sold.

Principal Securities first reported a position in JPI in Q4 2023 and held it in 7 quarters. The position peaked at $29.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Principal Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 1,250 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $26K.
Principal Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Principal Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $29.8K in Q3 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.