ACA
JPS

Aptus Capital Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Aptus Capital 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
-16,265
Closed -$100K – 1001
2023
Q3 		$100K Buy
+16,265
New +$103K ﹤0.01% 621

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

Aptus Capital Advisors's JPS Position: Q4 2023 in Review

Aptus Capital Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 16,265 shares — an estimated $100K sold.

Aptus Capital Advisors first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $100K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Aptus Capital Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 16,265 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $100K.
  • Aptus Capital Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • Aptus Capital Advisors's Nuveen Preferred & Income Securities Fund position peaked at $100K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.