Arkadios Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,119	Closed	-$10K	–	1878
2021 Q3	$10K	Sell	1,119 -51,691	-98%	-$516K	﹤0.01%	1456
2021 Q2	$525K	Buy	52,810 +7,587	+17%	+$74.7K	0.06%	319
2021 Q1	$439K	Sell	45,223 -308	-0.7%	-$2.9K	0.07%	272
2020 Q4	$443K	Buy	+45,531	New	+$419K	0.09%	213

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's JPS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 1,119 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in JPS in Q4 2020 and held it in 4 quarters. The position peaked at $525K in Q2 2021. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,119 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $10K.
Arkadios Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $525K in Q2 2021.
218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.