FAIM
JPS

Financial Advocates Investment Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Financial Advocates Investment Management’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
-14,924
Closed -$92.1K – 791
2023
Q3 		$92.1K Buy
14,924
+14
+0.1% +$89 0.01% 677
2023
Q2 		$95.1K Sell
14,910
-535
-3% -$3.39K 0.01% 674
2023
Q1 		$99.8K Buy
15,445
+9
+0.1% +$63 0.01% 713
2022
Q4 		$105K Sell
15,436
-1,310
-8% -$8.93K 0.01% 716
2022
Q3 		$110K Sell
16,746
-5,460
-25% -$40.2K 0.01% 715
2022
Q2 		$161K Sell
22,206
-6,450
-23% -$49.2K 0.01% 639
2022
Q1 		$241K Sell
28,656
-3,463
-11% -$30.4K 0.02% 635
2021
Q4 		$312K Buy
32,119
+5,585
+21% +$53.9K 0.02% 626
2021
Q3 		$260K Buy
26,534
+823
+3% +$8.22K 0.02% 639
2021
Q2 		$256K Buy
25,711
+57
+0.2% +$561 0.02% 642
2021
Q1 		$249K Buy
25,654
+6,359
+33% +$59.9K 0.02% 664
2020
Q4 		$188K Sell
19,295
-400
-2% -$3.68K 0.01% 684
2020
Q3 		$174K Buy
19,695
+1,571
+9% +$14K 0.01% 599
2020
Q2 		$153K Buy
18,124
+64
+0.4% +$518 0.01% 582
2020
Q1 		$131K Sell
18,060
-1,627
-8% -$15.1K 0.02% 451
2019
Q4 		$197K Buy
19,687
+4,047
+26% +$40.6K 0.02% 490
2019
Q3 		$154K Buy
15,640
+19
+0.1% +$185 0.02% 469
2019
Q2 		$148K Sell
15,621
-4,027
-20% -$37.4K 0.02% 458
2019
Q1 		$177K Buy
19,648
+1,826
+10% +$16.2K 0.02% 446
2018
Q4 		$148K Buy
+17,822
New +$148K 0.02% 411
2018
Q3 		– Sell
-18,562
Closed -$165K – 529
2018
Q2 		$165K Buy
18,562
+7,821
+73% +$73.4K 0.02% 472
2018
Q1 		$105K Buy
+10,741
New +$103K 0.01% 474

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Advocates Investment Management's JPS Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 14,924 shares — an estimated $92.1K sold.

Financial Advocates Investment Management first reported a position in JPS in Q1 2018 and held it in 22 quarters. The position peaked at $312K in Q4 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Financial Advocates Investment Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,924 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $92.1K.
  • Financial Advocates Investment Management first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 22 quarters.
  • Financial Advocates Investment Management's Nuveen Preferred & Income Securities Fund position peaked at $312K in Q4 2021.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.