BWA
JPS

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

BDO 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
2023
Q2 		– Sell
-1,150
Closed -$7.43K – 1079
2023
Q1 		$7.43K Buy
+1,150
New +$8.11K ﹤0.01% 757
2017
Q2 		– Hold
0
– – – 308

Other funds holding JPS

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

BDO Wealth Advisors's JPS Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 1,150 shares — an estimated $7.43K sold.

BDO Wealth Advisors first reported a position in JPS in Q1 2023 and held it in 1 quarter. The position peaked at $7.43K in Q1 2023. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,150 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $7.43K.
  • BDO Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $7.43K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.