1WA
JPS

180 Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

180 Wealth Advisors’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,021
Closed -$92.7K – 401
2023
Q3 		$92.7K Sell
15,021
-2,805
-16% -$17.8K 0.02% 360
2023
Q2 		$115K Buy
17,826
+4,104
+30% +$26K 0.03% 356
2023
Q1 		$88.6K Buy
13,722
+782
+6% +$5.51K 0.02% 357
2022
Q4 		$96.4K Buy
12,940
+73
+0.6% +$498 0.02% 357
2022
Q3 		$85K Buy
12,867
+33
+0.3% +$243 0.02% 346
2022
Q2 		$94K Buy
12,834
+52
+0.4% +$397 0.02% 352
2022
Q1 		$101K Buy
12,782
+173
+1% +$1.52K 0.02% 366
2021
Q4 		$115K Buy
12,609
+842
+7% +$8.12K 0.03% 364
2021
Q3 		$115K Buy
+11,767
New +$117K 0.03% 372

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

180 Wealth Advisors's JPS Position: Q4 2023 in Review

180 Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 15,021 shares — an estimated $92.7K sold.

180 Wealth Advisors first reported a position in JPS in Q3 2021 and held it in 9 quarters. The position peaked at $115K in Q4 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • 180 Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 15,021 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $92.7K.
  • 180 Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 9 quarters.
  • 180 Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $115K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on 180 Wealth Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.