EWA
JPS

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

EverSource Wealth 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
Q4 		– Sell
-8,186
Closed -$50.5K – 2781
2023
Q3 		$50.5K Sell
8,186
-126
-2% -$801 0.01% 799
2023
Q2 		$53K Hold
8,312
– – 0.01% 815
2023
Q1 		$53.7K Hold
8,312
– – 0.01% 775
2022
Q4 		$56.5K Buy
8,312
+8,186
+6,497% +$55.8K 0.01% 718
2022
Q3 		$1K Buy
+126
New +$927 ﹤0.01% 1946

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

EverSource Wealth Advisors's JPS Position: Q4 2023 in Review

EverSource Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 8,186 shares — an estimated $50.5K sold.

EverSource Wealth Advisors first reported a position in JPS in Q3 2022 and held it in 5 quarters. The position peaked at $56.5K in Q4 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • EverSource Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 8,186 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $50.5K.
  • EverSource Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $56.5K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on EverSource Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.