Ameritas Advisory Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ameritas Advisory Services’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	-27,026	Closed	-$160K	–	872
2023 Q3	$160K	Sell	27,026 -4,415	-14%	-$28.1K	0.01%	766
2023 Q2	$201K	Sell	31,441 -2,580	-8%	-$16.3K	0.03%	519
2023 Q1	$220K	Sell	34,021 -23,543	-41%	-$166K	0.01%	737
2022 Q4	$391K	Buy	57,564 +13,361	+30%	+$91.1K	0.02%	613
2022 Q3	$290K	Buy	44,203 +276	+0.6%	+$2.03K	0.02%	596
2022 Q2	$319K	Sell	43,927 -7,742	-15%	-$59.1K	0.02%	594
2022 Q1	$434K	Sell	51,669 -1,487	-3%	-$13.1K	0.02%	543
2021 Q4	$517K	Buy	+53,156	New	+$513K	0.02%	497

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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 $8.74B AUM 14.62% 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

Ameritas Advisory Services's JPS Position: Q4 2023 in Review

Ameritas Advisory Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 27,026 shares — an estimated $160K sold.

Ameritas Advisory Services first reported a position in JPS in Q4 2021 and held it in 8 quarters. The position peaked at $517K in Q4 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

Ameritas Advisory Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 27,026 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $160K.
Ameritas Advisory Services first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's Nuveen Preferred & Income Securities Fund position peaked at $517K in Q4 2021.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.