CA
JPS

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

Claro 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
Q1 		– Sell
-22,500
Closed -$153K – 378
2022
Q4 		$153K Buy
+22,500
New +$153K 0.05% 299

Other funds holding JPS

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Claro Advisors's JPS Position: Q1 2023 in Review

Claro Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 22,500 shares — an estimated $153K sold.

Claro Advisors first reported a position in JPS in Q4 2022 and held it in 1 quarter. The position peaked at $153K in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

  • Claro Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • Claro Advisors sold 22,500 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $153K.
  • Claro Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 1 quarter.
  • Claro Advisors's Nuveen Preferred & Income Securities Fund position peaked at $153K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Claro Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.