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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

JPI holding history

Nuveen Preferred Securities & Income Opportunities Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPI overviewAll 13F holders of JPIFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of JPI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−35,629−100.0%Sold outHolders
Q3 202335,629$611.8K<0.1%+35,629NewHolders