AFP
JPS

Ausdal Financial Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ausdal Financial Partners’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
-11,689
Closed -$77K – 488
2022
Q3 		$77K Buy
11,689
+150
+1% +$1.1K 0.01% 428
2022
Q2 		$84K Sell
11,539
-13,465
-54% -$103K 0.01% 433
2022
Q1 		$210K Sell
25,004
-2,252
-8% -$19.8K 0.03% 442
2021
Q4 		$265K Sell
27,256
-2,887
-10% -$27.8K 0.04% 400
2021
Q3 		$295K Buy
30,143
+140
+0.5% +$1.4K 0.04% 363
2021
Q2 		$299K Buy
30,003
+140
+0.5% +$1.38K 0.05% 350
2021
Q1 		$290K Buy
29,863
+143
+0.5% +$1.35K 0.05% 343
2020
Q4 		$289K Buy
+29,720
New +$274K 0.06% 317
2018
Q4 		– Sell
-13,196
Closed -$116K – 419
2018
Q3 		$116K Buy
13,196
+487
+4% +$4.31K 0.03% 402
2018
Q2 		$112K Buy
12,709
+143
+1% +$1.34K 0.03% 389
2018
Q1 		$123K Buy
12,566
+139
+1% +$1.33K 0.04% 346
2017
Q4 		$127K Buy
12,427
+127
+1% +$1.31K 0.05% 339
2017
Q3 		$128K Buy
12,300
+125
+1% +$1.28K 0.05% 320
2017
Q2 		$125K Sell
12,175
-3,954
-25% -$39.4K 0.05% 301
2017
Q1 		$154K Buy
16,129
+130
+0.8% +$1.24K 0.07% 267
2016
Q4 		$149K Sell
15,999
-846
-5% -$7.67K 0.07% 241
2016
Q3 		$162K Buy
16,845
+123
+0.7% +$1.17K 0.08% 243
2016
Q2 		$155K Buy
16,722
+6,449
+63% +$58.8K 0.08% 237
2016
Q1 		$92K Sell
10,273
-181
-2% -$1.62K 0.05% 220
2015
Q4 		$95K Buy
+10,454
New +$94.7K 0.05% 324

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

Ausdal Financial Partners's JPS Position: Q4 2022 in Review

Ausdal Financial Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 11,689 shares — an estimated $77K sold.

Ausdal Financial Partners first reported a position in JPS in Q4 2015 and held it in 20 quarters. The position peaked at $299K in Q2 2021. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

  • Ausdal Financial Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Ausdal Financial Partners sold 11,689 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $77K.
  • Ausdal Financial Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and held it in 20 quarters.
  • Ausdal Financial Partners's Nuveen Preferred & Income Securities Fund position peaked at $299K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Ausdal Financial Partners's 13F filing for Q4 2022, filed 3 Feb 2023.