Sigma Planning Corp’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-8,050	Closed	-$208K	–	1441
2021 Q4	$208K	Sell	8,050 -500	-6%	-$12.6K	0.01%	1267
2021 Q3	$212K	Hold	8,550	–	–	0.01%	1240
2021 Q2	$218K	Hold	8,550	–	–	0.01%	1247
2021 Q1	$214K	Hold	8,550	–	–	0.01%	1174
2020 Q4	$210K	Buy	+8,550	New	+$197K	0.01%	1083
2020 Q1	–	Sell	-25,505	Closed	-$658K	–	1024
2019 Q4	$658K	Hold	25,505	–	–	0.03%	512
2019 Q3	$631K	Hold	25,505	–	–	0.03%	499
2019 Q2	$604K	Hold	25,505	–	–	0.03%	494
2019 Q1	$573K	Hold	25,505	–	–	0.03%	477
2018 Q4	$516K	Sell	25,505 -2,090	-8%	-$44.7K	0.04%	430
2018 Q3	$626K	Buy	27,595 +2,090	+8%	+$48.5K	0.04%	417
2018 Q2	$590K	Hold	25,505	–	–	0.04%	408
2018 Q1	$605K	Hold	25,505	–	–	0.04%	388
2017 Q4	$632K	Hold	25,505	–	–	0.05%	370
2017 Q3	$642K	Buy	25,505 +405	+2%	+$10.1K	0.05%	353
2017 Q2	$617K	Hold	25,100	–	–	0.06%	351
2017 Q1	$604K	Buy	25,100 +3,000	+14%	+$71.3K	0.06%	341
2016 Q4	$507K	Sell	22,100 -574	-3%	-$13.4K	0.06%	349
2016 Q3	$558K	Buy	22,674 +2,111	+10%	+$52K	0.07%	309
2016 Q2	$503K	Buy	+20,563	New	+$485K	0.07%	323

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's JPI Position: Q1 2022 in Review

Sigma Planning Corp sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2022, closing a stake of 8,050 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in JPI in Q2 2016 and held it in 20 quarters. The position peaked at $658K in Q4 2019. 63 funds tracked by Wall St. Rank hold JPI as of Q1 2022.

Sigma Planning Corp reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 8,050 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2022, an estimated $208K.
Sigma Planning Corp first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2016 and held it in 20 quarters.
Sigma Planning Corp's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $658K in Q4 2019.
63 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.