Certified Advisory Corp’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-16,667	Closed	-$140K	–	261
2022 Q1	$140K	Buy	+16,667	New	+$146K	0.03%	214
2021 Q2	–	Sell	-8,741	Closed	-$85K	–	777
2021 Q1	$85K	Buy	+8,741	New	+$82.3K	0.02%	279
2020 Q2	$72K	Buy	8,463 +1,960	+30%	+$15.9K	0.02%	253
2020 Q1	$47K	Buy	6,503 +41	+0.6%	+$379	0.02%	290
2019 Q4	$65K	Buy	6,462 +81	+1%	+$812	0.02%	284
2019 Q3	$63K	Sell	6,381 -938	-13%	-$9.11K	0.02%	288
2019 Q2	$70K	Sell	7,319 -803	-10%	-$7.46K	0.03%	270
2019 Q1	$73K	Buy	8,122 +577	+8%	+$5.12K	0.03%	251
2018 Q4	$62K	Buy	7,545 +14	+0.2%	+$116	0.03%	250
2018 Q3	$66K	Buy	7,531 +88	+1%	+$779	0.03%	259
2018 Q2	$66K	Buy	7,443 +90	+1%	+$845	0.04%	241
2018 Q1	$71K	Buy	7,353 +70	+1%	+$672	0.04%	227
2017 Q4	$74K	Buy	+7,283	New	+$75.1K	0.05%	187

Other funds holding JPS

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

RCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Certified Advisory Corp's JPS Position: Q2 2022 in Review

Certified Advisory Corp sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 16,667 shares — an estimated $140K sold.

Certified Advisory Corp first reported a position in JPS in Q4 2017 and held it in 13 quarters. The position peaked at $140K in Q1 2022. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

Certified Advisory Corp reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
Certified Advisory Corp sold 16,667 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $140K.
Certified Advisory Corp first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's Nuveen Preferred & Income Securities Fund position peaked at $140K in Q1 2022.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Certified Advisory Corp's 13F filing for Q2 2022, filed 15 Aug 2022.