CASC
JPS

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

Coppell Advisory Solutions 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
2023
Q1 		– Sell
-125
Closed -$850 – 1174
2022
Q4 		$850 Buy
+125
New +$852 ﹤0.01% 952

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Invesco
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PCM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coppell Advisory Solutions Corp's JPS Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 125 shares — an estimated $850 sold.

Coppell Advisory Solutions Corp first reported a position in JPS in Q4 2022 and held it in 1 quarter. The position peaked at $850 in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 125 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $850.
  • Coppell Advisory Solutions Corp first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Nuveen Preferred & Income Securities Fund position peaked at $850 in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.