EI
JPS

Ellevest Inc’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-803
Closed -$6K – 1940
2022
Q2 		$6K Buy
+803
New +$6.13K ﹤0.01% 989

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RCM
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Invesco
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UBS Group
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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Ellevest Inc's JPS Position: Q3 2022 in Review

Ellevest Inc sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 803 shares — an estimated $6K sold.

Ellevest Inc first reported a position in JPS in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

  • Ellevest Inc reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
  • Ellevest Inc sold 803 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $6K.
  • Ellevest Inc first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2022 and held it in 1 quarter.
  • Ellevest Inc's Nuveen Preferred & Income Securities Fund position peaked at $6K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Ellevest Inc's 13F filing for Q3 2022, filed 2 Nov 2022.