TS Financial Group (TSFG)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

TS Financial Group (TSFG)’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
2022 Q2	–	Sell	-1,600	Closed	-$35K	–	1024
2022 Q1	$35K	Hold	1,600	–	–	0.01%	339
2021 Q4	$41K	Hold	1,600	–	–	0.01%	330
2021 Q3	$40K	Hold	1,600	–	–	0.02%	346
2021 Q2	$41K	Hold	1,600	–	–	0.02%	337
2021 Q1	$40K	Hold	1,600	–	–	0.02%	292
2020 Q4	$39K	Hold	1,600	–	–	0.02%	287
2020 Q3	$35K	Hold	1,600	–	–	0.02%	267
2020 Q2	$36K	Hold	1,600	–	–	0.02%	260
2020 Q1	$29K	Hold	1,600	–	–	0.03%	252
2019 Q4	$41K	Hold	1,600	–	–	0.03%	254
2019 Q3	$40K	Buy	+1,600	New	+$38.7K	0.03%	238

Other funds holding JPI

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

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

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

PAIM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

TS Financial Group (TSFG)'s JPI Position: Q2 2022 in Review

TS Financial Group (TSFG) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2022, closing a stake of 1,600 shares — an estimated $35K sold.

TS Financial Group (TSFG) first reported a position in JPI in Q3 2019 and held it in 11 quarters. The position peaked at $41K in Q4 2021. 59 funds tracked by Wall St. Rank hold JPI as of Q2 2022.

TS Financial Group (TSFG) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
TS Financial Group (TSFG) sold 1,600 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2022, an estimated $35K.
TS Financial Group (TSFG) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2019 and held it in 11 quarters.
TS Financial Group (TSFG)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $41K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2022.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2022, filed 13 Jul 2022.