AFG
JPS

Alterity Financial Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Alterity Financial Group’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
Q3 		– Sell
-10,200
Closed -$74K – 86
2022
Q2 		$74K Buy
+10,200
New +$77.8K 0.11% 79
2021
Q1 		$84K Buy
+10,050
New +$94.7K 0.1% 80

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Alterity Financial Group's JPS Position: Q3 2022 in Review

Alterity Financial Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 10,200 shares — an estimated $74K sold.

Alterity Financial Group first reported a position in JPS in Q1 2021 and held it in 2 quarters. The position peaked at $84K in Q1 2021. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

  • Alterity Financial Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
  • Alterity Financial Group sold 10,200 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $74K.
  • Alterity Financial Group first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2021 and held it in 2 quarters.
  • Alterity Financial Group's Nuveen Preferred & Income Securities Fund position peaked at $84K in Q1 2021.
  • 206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Alterity Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.