Tower Research Capital (TRC)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Tower Research Capital (TRC)’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	-1	Closed	-$18	–	6015
2023 Q4	$18	Buy	+1	New	+$17	﹤0.01%	5821
2016 Q3	–	Sell	-560	Closed	-$14K	–	4038
2016 Q2	$14K	Buy	+560	New	+$13.2K	﹤0.01%	2531
2015 Q3	–	Sell	-4,400	Closed	-$98K	–	4391
2015 Q2	$98K	Buy	+4,400	New	+$102K	0.01%	853
2015 Q1	–	Sell	-1,558	Closed	-$35K	–	4669
2014 Q4	$35K	Buy	+1,558	New	+$35.8K	﹤0.01%	1247
2014 Q1	–	Sell	-558	Closed	-$12K	–	4680
2013 Q4	$12K	Buy	558 +243	+77%	+$5.41K	﹤0.01%	2821
2013 Q3	$7K	Sell	315 -685	-69%	-$15.7K	﹤0.01%	3440
2013 Q2	$24K	Buy	+1,000	New	+$25.1K	﹤0.01%	1540

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

Tower Research Capital (TRC)'s JPI Position: Q1 2024 in Review

Tower Research Capital (TRC) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2024, closing a stake of 1 share — an estimated $18 sold.

Tower Research Capital (TRC) first reported a position in JPI in Q2 2013 and held it in 7 quarters. The position peaked at $98K in Q2 2015. 71 funds tracked by Wall St. Rank hold JPI as of Q1 2024.

Tower Research Capital (TRC) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Tower Research Capital (TRC) sold 1 Nuveen Preferred Securities & Income Opportunities Fund share in Q1 2024, an estimated $18.
Tower Research Capital (TRC) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2013 and held it in 7 quarters.
Tower Research Capital (TRC)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $98K in Q2 2015.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2024.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2024, filed 15 May 2024.