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

SRH 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
2024 Q1	–	Sell	-5,500	Closed	-$101K	–	318
2023 Q4	$101K	Hold	5,500	–	–	0.04%	85
2023 Q3	$94.4K	Hold	5,500	–	–	0.05%	86
2023 Q2	$97K	Hold	5,500	–	–	0.05%	83
2023 Q1	$97K	Hold	5,500	–	–	0.05%	83
2022 Q4	$102K	Hold	5,500	–	–	0.06%	80
2022 Q3	$101K	Hold	5,500	–	–	0.13%	81
2022 Q2	$106K	Hold	5,500	–	–	0.13%	80
2022 Q1	$121K	Hold	5,500	–	–	0.13%	81
2021 Q4	$142K	Hold	5,500	–	–	0.16%	75
2021 Q3	$136K	Hold	5,500	–	–	0.17%	75
2021 Q2	$140K	Hold	5,500	–	–	0.17%	71
2021 Q1	$138K	Hold	5,500	–	–	0.2%	62
2020 Q4	$135K	Hold	5,500	–	–	0.22%	60
2020 Q3	$121K	Buy	+5,500	New	+$123K	0.23%	58

Other funds holding JPI

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

SIA

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SRH Advisors's JPI Position: Q1 2024 in Review

SRH Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2024, closing a stake of 5,500 shares — an estimated $101K sold.

SRH Advisors first reported a position in JPI in Q3 2020 and held it in 14 quarters. The position peaked at $142K in Q4 2021. 71 funds tracked by Wall St. Rank hold JPI as of Q1 2024.

SRH Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
SRH Advisors sold 5,500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2024, an estimated $101K.
SRH Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2020 and held it in 14 quarters.
SRH Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $142K in Q4 2021.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2024.

Based on SRH Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.