SWM
JPI

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

Selective 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
Q4 		– Sell
-1,412
Closed -$26K – 441
2022
Q3 		$26K Buy
+1,412
New +$28K 0.01% 391

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Selective Wealth Management's JPI Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2022, closing a stake of 1,412 shares — an estimated $26K sold.

Selective Wealth Management first reported a position in JPI in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2022.

  • Selective Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,412 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2022, an estimated $26K.
  • Selective Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $26K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.