SWM
JPI

SeaCrest Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

SeaCrest Wealth Management’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
-977
Closed -$19K – 1083
2022
Q2 		$19K Buy
+977
New +$20.1K ﹤0.01% 1498

Other funds holding JPI

CA
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Morgan Stanley
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SeaCrest Wealth Management's JPI Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2022, closing a stake of 977 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in JPI in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 59 funds tracked by Wall St. Rank hold JPI as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 977 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2022, an estimated $19K.
  • SeaCrest Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $19K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.