CWS
JPS

Confluence Wealth Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-6,710
Closed -$65K – 1252
2021
Q4 		$65K Buy
+6,710
New +$64.7K 0.02% 412

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Confluence Wealth Services's JPS Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 6,710 shares — an estimated $65K sold.

Confluence Wealth Services first reported a position in JPS in Q4 2021 and held it in 1 quarter. The position peaked at $65K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 6,710 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $65K.
  • Confluence Wealth Services first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen Preferred & Income Securities Fund position peaked at $65K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.