AWG
JPS

Altus Wealth Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Altus Wealth 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
Q4 		– Sell
-10,257
Closed -$101K – 158
2022
Q3 		$101K Hold
10,257
– – 0.1% 108
2022
Q2 		$101K Hold
10,257
– – 0.1% 108
2022
Q1 		$86K Hold
10,257
– – 0.07% 117
2021
Q4 		$100K Hold
10,257
– – 0.08% 112
2021
Q3 		$101K Hold
10,257
– – 0.1% 108
2021
Q2 		$102K Hold
10,257
– – 0.1% 112
2021
Q1 		$101K Hold
10,257
– – 0.1% 113
2020
Q4 		$100K Buy
+10,257
New +$94.4K 0.1% 138

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Altus Wealth Group's JPS Position: Q4 2022 in Review

Altus Wealth Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 10,257 shares — an estimated $101K sold.

Altus Wealth Group first reported a position in JPS in Q4 2020 and held it in 8 quarters. The position peaked at $102K in Q2 2021. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

  • Altus Wealth Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Altus Wealth Group sold 10,257 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $101K.
  • Altus Wealth Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 8 quarters.
  • Altus Wealth Group's Nuveen Preferred & Income Securities Fund position peaked at $102K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.