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Nuveen Preferred And equity shares owned by Blue Bell Private Wealth Management

Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by Blue Bell Private Wealth Management from 13F filings

Historical chart of Blue Bell Private Wealth Management investment in Nuveen Preferred And equity

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Preferred And equity held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Preferred And equity by Blue Bell Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $73k 3.8k 19.24

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf (SPY)
General Amern Invs Cef (GAM)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Tri Contl Corp Cef (TY)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Russell 2000 Etf Etf (IWM)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Royce Value Tr Cef (RVT)
Schwab U.s. Small-cap Etf Etf (SCHA)
Allianzim U.s. Large Cap Buffer20 Oct Etf Etf (OCTW)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

Top funds holding Nuveen Preferred And equity

Punch & Associates Investment Management
Branch Banking & Trust Company
Almitas Capital
Stifel Financial
Rivernorth Capital Management
Wells Fargo & Company
UBS Group
Raymond James & Associates
Royal Bank of Canada
Bank of America Corporation
Chicago Partners Investment
Janney Montgomery Scott
Weiss Asset Management LP[1
CSS
Advisor Group Holdings

View all funds holding Nuveen Preferred And equity