WS
JPI

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

Wedbush 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
-14,700
Closed -$306K – 1216
2025
Q2 		$306K Sell
14,700
-300
-2% -$6K 0.01% 830
2025
Q1 		$295K Sell
15,000
-509
-3% -$10.1K 0.01% 824
2024
Q4 		$304K Sell
15,509
-724
-4% -$15K 0.01% 818
2024
Q3 		$338K Sell
16,233
-1,041
-6% -$20.6K 0.01% 764
2024
Q2 		$336K Buy
17,274
+1,655
+11% +$31.7K 0.01% 806
2024
Q1 		$301K Sell
15,619
-987
-6% -$18.5K 0.01% 874
2023
Q4 		$304K Sell
16,606
-571
-3% -$9.85K 0.01% 757
2023
Q3 		$295K Sell
17,177
-6,690
-28% -$115K 0.01% 735
2023
Q2 		$401K Buy
23,867
+90
+0.4% +$1.52K 0.02% 630
2023
Q1 		$419K Sell
23,777
-381
-2% -$7.27K 0.02% 598
2022
Q4 		$449K Sell
24,158
-3,092
-11% -$57.3K 0.02% 561
2022
Q3 		$502K Sell
27,250
-1,580
-5% -$31.4K 0.03% 514
2022
Q2 		$554K Buy
28,830
+2,268
+9% +$46.6K 0.03% 488
2022
Q1 		$584K Sell
26,562
-779
-3% -$18.1K 0.03% 522
2021
Q4 		$708K Buy
27,341
+177
+0.7% +$4.45K 0.03% 491
2021
Q3 		$674K Buy
27,164
+28
+0.1% +$719 0.03% 483
2021
Q2 		$692K Buy
27,136
+1,671
+7% +$42.3K 0.03% 489
2021
Q1 		$637K Buy
25,465
+521
+2% +$12.6K 0.04% 485
2020
Q4 		$614K Sell
24,944
-919
-4% -$21.2K 0.05% 392
2020
Q3 		$568K Buy
25,863
+1,321
+5% +$29.6K 0.05% 381
2020
Q2 		$556K Buy
24,542
+1,033
+4% +$21K 0.05% 386
2020
Q1 		$428K Sell
23,509
-365
-2% -$8.6K 0.05% 410
2019
Q4 		$616K Buy
23,874
+1,541
+7% +$38.6K 0.05% 387
2019
Q3 		$552K Buy
22,333
+12,279
+122% +$297K 0.05% 415
2019
Q2 		$238K Buy
+10,054
New +$234K 0.02% 741
2019
Q1 		– Sell
-10,404
Closed -$210K – 940
2018
Q4 		$210K Buy
+10,404
New +$223K 0.03% 670
2017
Q2 		– Sell
-17,567
Closed -$423K – 857
2017
Q1 		$423K Buy
17,567
+1,761
+11% +$41.8K 0.06% 407
2016
Q4 		$362K Buy
15,806
+4,112
+35% +$96.3K 0.05% 431
2016
Q3 		$288K Sell
11,694
-5,210
-31% -$128K 0.04% 536
2016
Q2 		$414K Buy
16,904
+2,197
+15% +$51.9K 0.07% 334
2016
Q1 		$344K Sell
14,707
-945
-6% -$21.8K 0.06% 374
2015
Q4 		$356K Buy
15,652
+3,968
+34% +$91.1K 0.06% 347
2015
Q3 		$256K Sell
11,684
-1,678
-13% -$37.4K 0.05% 436
2015
Q2 		$297K Buy
13,362
+38
+0.3% +$882 0.05% 437
2015
Q1 		$312K Buy
13,324
+1,402
+12% +$32.6K 0.05% 421
2014
Q4 		$268K Buy
11,922
+891
+8% +$20.5K 0.04% 454
2014
Q3 		$253K Buy
+11,031
New +$257K 0.04% 462

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

Wedbush Securities's JPI Position: Q3 2025 in Review

Wedbush Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 14,700 shares — an estimated $306K sold.

Wedbush Securities first reported a position in JPI in Q3 2014 and held it in 37 quarters. The position peaked at $708K in Q4 2021. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Wedbush Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Wedbush Securities sold 14,700 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $306K.
  • Wedbush Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2014 and held it in 37 quarters.
  • Wedbush Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $708K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Wedbush Securities's 13F filing for Q3 2025, filed 6 Nov 2025.