David J. Yvars Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

David J. Yvars Group’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	-14,382	Closed	-$94K	–	71
2022 Q3	$94K	Sell	14,382 -1,476	-9%	-$10.9K	0.1%	64
2022 Q2	$116K	Sell	15,858 -13,215	-45%	-$101K	0.16%	59
2022 Q1	$244K	Buy	29,073 +2,503	+9%	+$22K	0.17%	68
2021 Q4	$258K	Hold	26,570	–	–	0.16%	69
2021 Q3	$262K	Sell	26,570 -6,000	-18%	-$59.9K	0.15%	72
2021 Q2	$324K	Hold	32,570	–	–	0.18%	65
2021 Q1	$317K	Hold	32,570	–	–	0.2%	59
2020 Q4	$317K	Buy	+32,570	New	+$300K	0.21%	56

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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

David J. Yvars Group's JPS Position: Q4 2022 in Review

David J. Yvars Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 14,382 shares — an estimated $94K sold.

David J. Yvars Group first reported a position in JPS in Q4 2020 and held it in 8 quarters. The position peaked at $324K in Q2 2021. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

David J. Yvars Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
David J. Yvars Group sold 14,382 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $94K.
David J. Yvars Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 8 quarters.
David J. Yvars Group's Nuveen Preferred & Income Securities Fund position peaked at $324K in Q2 2021.
223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on David J. Yvars Group's 13F filing for Q4 2022, filed 18 Jan 2023.