Sowell Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sowell Financial Services’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
2021 Q1	–	Sell	-180	Closed	-$4K	–	3201
2020 Q4	$4K	Hold	180	–	–	﹤0.01%	2332
2020 Q3	$4K	Hold	180	–	–	﹤0.01%	2053
2020 Q2	$4K	Hold	180	–	–	﹤0.01%	1968
2020 Q1	$3K	Hold	180	–	–	﹤0.01%	1986
2019 Q4	$5K	Sell	180 -11	-6%	-$276	﹤0.01%	1910
2019 Q3	$5K	Buy	+191	New	+$4.62K	﹤0.01%	1766

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Sowell Financial Services's JPI Position: Q1 2021 in Review

Sowell Financial Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2021, closing a stake of 180 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in JPI in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 62 funds tracked by Wall St. Rank hold JPI as of Q1 2021.

Sowell Financial Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 180 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2021, an estimated $4K.
Sowell Financial Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $5K in Q4 2019.
62 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.