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Livermore
Livermore
ZHEN

Cornerstone Advisory, LLC

SEC CIK
0001668189
Latest filing
Jul 29, 2026

JPI holding history

Nuveen Preferred Securities & Income Opportunities Fund in every 13F filed by Cornerstone Advisory, LLC, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of JPI by Cornerstone Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−74,595−100.0%Sold outHolders
Q2 202574,595$1.55M0.2%−29,547−28.4%ReducedHolders
Q1 2025104,142$2.12M0.2%−91,677−46.8%ReducedHolders
Q4 2024195,819$3.97M0.5%−94,444−32.5%ReducedHolders
Q3 2024290,263$6.04M0.8%−227,423−43.9%ReducedHolders
Q2 2024517,686$10.1M1.4%−60,851−10.5%ReducedHolders
Q1 2024578,537$11.1M1.6%−16,415−2.8%ReducedHolders
Q4 2023594,952$10.9M1.7%−46,992−7.3%ReducedHolders
Q3 2023641,944$11.0M1.9%−2,513−0.4%ReducedHolders
Q2 2023644,457$10.8M1.9%+29,580+4.8%AddedHolders
Q1 2023614,877$10.8M2.0%+109,802+21.7%AddedHolders
Q4 2022505,075$9.38M1.8%+72,946+16.9%AddedHolders
Q3 2022432,129$7.96M1.8%+574+0.1%AddedHolders
Q2 2022431,555$8.29M1.9%−28,430−6.2%ReducedHolders
Q1 2022459,985$10.1M1.5%+4,002+0.9%AddedHolders
Q4 2021455,983$11.8M1.7%−10,494−2.2%ReducedHolders
Q3 2021466,477$11.6M1.9%−2,742−0.6%ReducedHolders
Q2 2021469,219$12.0M2.0%−906−0.2%ReducedHolders
Q1 2021470,125$11.8M2.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.