SS
JPI

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

Sunbelt 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
-348
Closed -$6.82K – 2791
2025
Q2 		$6.82K Hold
348
– – ﹤0.01% 1385
2025
Q1 		$6.84K Hold
348
– – ﹤0.01% 1348
2024
Q4 		$6.79K Buy
348
+48
+16% +$993 ﹤0.01% 1386
2024
Q3 		$6.25K Hold
300
– – ﹤0.01% 1387
2024
Q2 		$5.83K Hold
300
– – ﹤0.01% 1368
2024
Q1 		$5.77K Hold
300
– – ﹤0.01% 1338
2023
Q4 		$5.48K Hold
300
– – ﹤0.01% 1292
2023
Q3 		$5.15K Hold
300
– – ﹤0.01% 1300
2023
Q2 		$5.04K Hold
300
– – ﹤0.01% 1322
2023
Q1 		$5.08K Buy
+300
New +$5.72K ﹤0.01% 1295

Other funds holding JPI

Osaic Holdings
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

Sunbelt Securities's JPI Position: Q3 2025 in Review

Sunbelt Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 348 shares — an estimated $6.82K sold.

Sunbelt Securities first reported a position in JPI in Q1 2023 and held it in 10 quarters. The position peaked at $6.84K in Q1 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Sunbelt Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 348 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $6.82K.
  • Sunbelt Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2023 and held it in 10 quarters.
  • Sunbelt Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $6.84K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.