WAP
JPI

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

Wealthcare Advisory Partners’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
-15,520
Closed -$323K – 1042
2025
Q2 		$323K Sell
15,520
-140
-0.9% -$2.8K 0.01% 768
2025
Q1 		$308K Sell
15,660
-1,117
-7% -$22.3K 0.01% 739
2024
Q4 		$329K Buy
16,777
+581
+4% +$12K 0.01% 683
2024
Q3 		$337K Sell
16,196
-1,857
-10% -$36.7K 0.01% 678
2024
Q2 		$351K Sell
18,053
-1,561
-8% -$29.9K 0.01% 630
2024
Q1 		$377K Sell
19,614
-1,185
-6% -$22.2K 0.01% 607
2023
Q4 		$380K Buy
20,799
+1,839
+10% +$31.7K 0.02% 544
2023
Q3 		$326K Buy
18,960
+588
+3% +$10.1K 0.02% 530
2023
Q2 		$308K Sell
18,372
-1,172
-6% -$19.8K 0.01% 557
2023
Q1 		$345K Buy
19,544
+2,123
+12% +$40.5K 0.01% 543
2022
Q4 		$324K Buy
17,421
+5,003
+40% +$92.7K 0.02% 514
2022
Q3 		$229K Buy
12,418
+580
+5% +$11.5K 0.01% 544
2022
Q2 		$227K Buy
11,838
+680
+6% +$14K 0.01% 499
2022
Q1 		$245K Buy
11,158
+950
+9% +$22.1K 0.01% 472
2021
Q4 		$264K Buy
+10,208
New +$257K 0.02% 476

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

Wealthcare Advisory Partners's JPI Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 15,520 shares — an estimated $323K sold.

Wealthcare Advisory Partners first reported a position in JPI in Q4 2021 and held it in 15 quarters. The position peaked at $380K in Q4 2023. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15,520 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $323K.
  • Wealthcare Advisory Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 15 quarters.
  • Wealthcare Advisory Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $380K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.