CWM
JPS

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

Castle 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
2022
Q4 		– Sell
-4,000
Closed -$26K – 694
2022
Q3 		$26K Buy
+4,000
New +$29.4K 0.02% 298

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

Castle Wealth Management's JPS Position: Q4 2022 in Review

Castle Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 4,000 shares — an estimated $26K sold.

Castle Wealth Management first reported a position in JPS in Q3 2022 and held it in 1 quarter. The position peaked at $26K in Q3 2022. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

  • Castle Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 4,000 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $26K.
  • Castle Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $26K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.