AWS
JPS

Atria Wealth Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Atria Wealth Solutions’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
-119,979
Closed -$743K – 2050
2023
Q3 		$743K Sell
119,979
-16,065
-12% -$102K 0.01% 947
2023
Q2 		$871K Sell
136,044
-21,216
-13% -$134K 0.01% 900
2023
Q1 		$1.02M Sell
157,260
-4,100
-3% -$28.9K 0.02% 788
2022
Q4 		$1.1M Buy
161,360
+24,767
+18% +$169K 0.02% 705
2022
Q3 		$903K Buy
136,593
+35,553
+35% +$262K 0.02% 752
2022
Q2 		$735K Sell
101,040
-68,179
-40% -$520K 0.01% 826
2022
Q1 		$1.43M Buy
+169,219
New +$1.49M 0.02% 592

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 $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

Atria Wealth Solutions's JPS Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 119,979 shares — an estimated $743K sold.

Atria Wealth Solutions first reported a position in JPS in Q1 2022 and held it in 7 quarters. The position peaked at $1.43M in Q1 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 119,979 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $743K.
  • Atria Wealth Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Nuveen Preferred & Income Securities Fund position peaked at $1.43M in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.