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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+10,566
New +$220K ﹤0.01% 1421
2025
Q1
Sell
-10,628
Closed -$208K 1402
2024
Q4
$208K Buy
+10,628
New +$208K ﹤0.01% 1196