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

Sanctuary 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	-37,724	Closed	-$785K	–	2484
2025 Q2	$785K	Sell	37,724 -54	-0.1%	-$1.08K	﹤0.01%	1357
2025 Q1	$743K	Buy	37,778 +94	+0.2%	+$1.87K	0.01%	1271
2024 Q4	$756K	Buy	37,684 +61	+0.2%	+$1.26K	﹤0.01%	1424
2024 Q3	$765K	Sell	37,623 -464	-1%	-$9.17K	﹤0.01%	1418
2024 Q2	$717K	Buy	+38,087	New	+$729K	0.01%	1382

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

Sanctuary Advisors's JPI Position: Q3 2025 in Review

Sanctuary Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 37,724 shares — an estimated $785K sold.

Sanctuary Advisors first reported a position in JPI in Q2 2024 and held it in 5 quarters. The position peaked at $785K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Sanctuary Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Sanctuary Advisors sold 37,724 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $785K.
Sanctuary Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2024 and held it in 5 quarters.
Sanctuary Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $785K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Sanctuary Advisors's 13F filing for Q3 2025, filed 6 Jan 2026.