Avior Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-7,235	Closed	-$46.7K	–	1695
2023 Q1	$46.7K	Buy	7,235 +79	+1%	+$557	﹤0.01%	783
2022 Q4	$48.7K	Buy	7,156 +181	+3%	+$1.23K	﹤0.01%	632
2022 Q3	$45K	Buy	6,975 +125	+2%	+$920	﹤0.01%	622
2022 Q2	$49K	Buy	6,850 +123	+2%	+$939	﹤0.01%	573
2022 Q1	$56K	Buy	6,727 +77	+1%	+$676	﹤0.01%	581
2021 Q4	$64K	Buy	6,650 +138	+2%	+$1.33K	0.01%	554
2021 Q3	$63K	Buy	6,512 +97	+2%	+$969	0.01%	533
2021 Q2	$63K	Buy	6,415 +98	+2%	+$964	0.01%	508
2021 Q1	$61K	Buy	6,317 +68	+1%	+$641	0.01%	511
2020 Q4	$60K	Buy	6,249 +137	+2%	+$1.26K	0.01%	478
2020 Q3	$53K	Buy	6,112 +34	+0.6%	+$303	0.01%	498
2020 Q2	$51K	Hold	6,078	–	–	0.01%	487
2020 Q1	$44K	Hold	6,078	–	–	0.01%	458
2019 Q4	$60K	Buy	+6,078	New	+$60.9K	0.01%	459

Other funds holding JPS

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Avior Wealth Management's JPS Position: Q2 2023 in Review

Avior Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 7,235 shares — an estimated $46.7K sold.

Avior Wealth Management first reported a position in JPS in Q4 2019 and held it in 14 quarters. The position peaked at $64K in Q4 2021. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

Avior Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
Avior Wealth Management sold 7,235 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $46.7K.
Avior Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 14 quarters.
Avior Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $64K in Q4 2021.
213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.