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

Sequoia Financial 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	-10,566	Closed	-$220K	–	1778
2025 Q2	$220K	Buy	+10,566	New	+$211K	﹤0.01%	1434
2025 Q1	–	Sell	-10,628	Closed	-$208K	–	1422
2024 Q4	$208K	Buy	+10,628	New	+$220K	﹤0.01%	1203

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

Sequoia Financial Advisors's JPI Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 10,566 shares — an estimated $220K sold.

Sequoia Financial Advisors first reported a position in JPI in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Sequoia Financial Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Sequoia Financial Advisors sold 10,566 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $220K.
Sequoia Financial Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
Sequoia Financial Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $220K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.