BWS
JPS

Buck Wealth Strategies’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Buck Wealth Strategies’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
-88
Closed -$540 – 364
2023
Q3 		$540 Buy
88
+2
+2% +$13 ﹤0.01% 347
2023
Q2 		$549 Buy
+86
New +$545 ﹤0.01% 262

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 $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Buck Wealth Strategies's JPS Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 88 shares — an estimated $540 sold.

Buck Wealth Strategies first reported a position in JPS in Q2 2023 and held it in 2 quarters. The position peaked at $549 in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 88 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $540.
  • Buck Wealth Strategies first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Nuveen Preferred & Income Securities Fund position peaked at $549 in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.