CFRPA
JPS

Castle Financial & Retirement Planning Associates’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$21K Buy
+2,298
New +$22.2K 0.07% 59

Other funds holding JPS

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's JPS Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021: 2,298 shares worth $21K. The stake represents 0.07% of the portfolio and ranks #59 among its holdings.

218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 2,298 shares of Nuveen Preferred & Income Securities Fund worth $21K as of Q4 2021.
  • Nuveen Preferred & Income Securities Fund was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Nuveen Preferred & Income Securities Fund made up 0.07% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #59 holding.
  • 218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.