9258 Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

9258 Wealth Management’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
2022 Q4	–	Sell	-12,483	Closed	-$82K	–	344
2022 Q3	$82K	Hold	12,483	–	–	0.02%	314
2022 Q2	$91K	Buy	12,483 +135	+1%	+$1.03K	0.02%	328
2022 Q1	$104K	Buy	12,348 +128	+1%	+$1.13K	0.02%	348
2021 Q4	$119K	Buy	12,220 +227	+2%	+$2.19K	0.03%	359
2021 Q3	$118K	Buy	11,993 +162	+1%	+$1.62K	0.03%	339
2021 Q2	$118K	Buy	11,831 +163	+1%	+$1.6K	0.03%	348
2021 Q1	$113K	Buy	11,668 +112	+1%	+$1.05K	0.03%	326
2020 Q4	$112K	Buy	11,556 +169	+1%	+$1.55K	0.04%	304
2020 Q3	$100K	Buy	11,387 +230	+2%	+$2.05K	0.04%	288
2020 Q2	$94K	Buy	11,157 +120	+1%	+$971	0.04%	273
2020 Q1	$89K	Buy	11,037 +187	+2%	+$1.73K	0.04%	260
2019 Q4	$109K	Buy	10,850 +214	+2%	+$2.15K	0.04%	301
2019 Q3	$105K	Buy	10,636 +163	+2%	+$1.58K	0.08%	173
2019 Q2	$99K	Buy	10,473 +167	+2%	+$1.55K	0.08%	175
2019 Q1	$93K	Buy	10,306 +112	+1%	+$994	0.08%	167
2018 Q4	$84K	Buy	+10,194	New	+$84.4K	0.08%	166

Other funds holding JPS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

9258 Wealth Management's JPS Position: Q4 2022 in Review

9258 Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 12,483 shares — an estimated $82K sold.

9258 Wealth Management first reported a position in JPS in Q4 2018 and held it in 16 quarters. The position peaked at $119K in Q4 2021. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

9258 Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 12,483 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $82K.
9258 Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 16 quarters.
9258 Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $119K in Q4 2021.
223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.