Silver Oak Securities’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Silver Oak Securities’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	-11,196	Closed	-$233K	–	793
2025 Q2	$233K	Buy	+11,196	New	+$224K	0.02%	612

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

Silver Oak Securities's JPI Position: Q3 2025 in Review

Silver Oak Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 11,196 shares — an estimated $233K sold.

Silver Oak Securities first reported a position in JPI in Q2 2025 and held it in 1 quarter. The position peaked at $233K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Silver Oak Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 11,196 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $233K.
Silver Oak Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
Silver Oak Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $233K in Q2 2025.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.