SPIA
JPI

Steward Partners Investment Advisory’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Steward Partners Investment Advisory’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
Q3 		– Sell
-24,426
Closed -$475K – 3804
2024
Q2 		$475K Sell
24,426
-2,798
-10% -$53.6K 0.01% 1084
2024
Q1 		$524K Sell
27,224
-2,000
-7% -$37.4K 0.01% 1040
2023
Q4 		$534K Sell
29,224
-1,358
-4% -$23.4K 0.01% 968
2023
Q3 		$525K Sell
30,582
-662
-2% -$11.4K 0.01% 906
2023
Q2 		$525K Sell
31,244
-2,344
-7% -$39.5K 0.01% 918
2023
Q1 		$592K Sell
33,588
-280
-0.8% -$5.34K 0.01% 859
2022
Q4 		$629K Sell
33,868
-57
-0.2% -$1.06K 0.01% 814
2022
Q3 		$625K Sell
33,925
-617
-2% -$12.2K 0.01% 785
2022
Q2 		$664K Sell
34,542
-1,204
-3% -$24.7K 0.01% 765
2022
Q1 		$786K Sell
35,746
-4,292
-11% -$100K 0.01% 765
2021
Q4 		$1.04M Sell
40,038
-2,996
-7% -$75.4K 0.02% 675
2021
Q3 		$1.07M Buy
43,034
+1,461
+4% +$37.5K 0.02% 641
2021
Q2 		$1.06M Buy
41,573
+16,708
+67% +$423K 0.02% 640
2021
Q1 		$622K Buy
24,865
+24,365
+4,873% +$591K 0.01% 809
2020
Q4 		$12K Hold
500
– – ﹤0.01% 2239
2020
Q3 		$11K Hold
500
– – ﹤0.01% 2100
2020
Q2 		$11K Sell
500
-500
-50% -$10.2K ﹤0.01% 2002
2020
Q1 		$18K Sell
1,000
-200
-17% -$4.71K ﹤0.01% 1648
2019
Q4 		$30K Hold
1,200
– – ﹤0.01% 1620
2019
Q3 		$29K Hold
1,200
– – ﹤0.01% 1594
2019
Q2 		$28K Buy
+1,200
New +$27.9K ﹤0.01% 1571
2018
Q4 		– Sell
-4,200
Closed -$95K – 1485
2018
Q3 		$95K Buy
+4,200
New +$97.4K ﹤0.01% 949

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Partners Investment Advisory's JPI Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 24,426 shares — an estimated $475K sold.

Steward Partners Investment Advisory first reported a position in JPI in Q3 2018 and held it in 22 quarters. The position peaked at $1.07M in Q3 2021. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 24,426 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $475K.
  • Steward Partners Investment Advisory first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2018 and held it in 22 quarters.
  • Steward Partners Investment Advisory's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.07M in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.