WWMSC
JPI

Wagner Wealth Management (South Carolina)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Wagner Wealth Management (South Carolina)’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
-9,727
Closed -$202K – 263
2025
Q2 		$202K Buy
+9,727
New +$194K 0.05% 121
2022
Q4 		– Sell
-8,672
Closed -$160K – 487
2022
Q3 		$160K Buy
8,672
+6,206
+252% +$123K 0.12% 115
2022
Q2 		$47K Buy
+2,466
New +$50.6K 0.04% 211
2022
Q1 		– Sell
-15,066
Closed -$390K – 439
2021
Q4 		$390K Sell
15,066
-43
-0.3% -$1.08K 0.3% 68
2021
Q3 		$388K Sell
15,109
-7,441
-33% -$191K 0.31% 68
2021
Q2 		$575K Sell
22,550
-2,830
-11% -$71.7K 0.41% 62
2021
Q1 		$635K Hold
25,380
– – 0.5% 54
2020
Q4 		$625K Buy
+25,380
New +$586K 0.59% 51
2018
Q3 		$1.22M Sell
53,538
-5,148
-9% -$119K 0.81% 34
2018
Q2 		$1.36M Sell
58,686
-1,007
-2% -$23.9K 0.98% 27
2018
Q1 		$1.42M Sell
59,693
-1,945
-3% -$46.5K 1.08% 24
2017
Q4 		$1.52M Buy
+61,638
New +$1.55M 1.14% 25

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

Wagner Wealth Management (South Carolina)'s JPI Position: Q3 2025 in Review

Wagner Wealth Management (South Carolina) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 9,727 shares — an estimated $202K sold.

Wagner Wealth Management (South Carolina) first reported a position in JPI in Q4 2017 and held it in 12 quarters. The position peaked at $1.52M in Q4 2017. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Wagner Wealth Management (South Carolina) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 9,727 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $202K.
  • Wagner Wealth Management (South Carolina) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 12 quarters.
  • Wagner Wealth Management (South Carolina)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.52M in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2025, filed 21 Oct 2025.