Focused Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Focused Wealth 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
2022 Q3	–	Sell	-272	Closed	-$2K	–	1092
2022 Q2	$2K	Hold	272	–	–	﹤0.01%	776
2022 Q1	$2K	Buy	272 +3	+1%	+$26	﹤0.01%	835
2021 Q4	$3K	Sell	269 -561	-68%	-$5.41K	﹤0.01%	779
2021 Q3	$8K	Buy	830 +12	+1%	+$120	﹤0.01%	649
2021 Q2	$8K	Buy	818 +13	+2%	+$128	﹤0.01%	658
2021 Q1	$8K	Buy	805 +8	+1%	+$75	﹤0.01%	646
2020 Q4	$8K	Buy	797 +18	+2%	+$166	﹤0.01%	598
2020 Q3	$7K	Buy	779 +4	+0.5%	+$36	﹤0.01%	564
2020 Q2	$7K	Hold	775	–	–	﹤0.01%	550
2020 Q1	$6K	Hold	775	–	–	﹤0.01%	520
2019 Q4	$8K	Hold	775	–	–	﹤0.01%	528
2019 Q3	$8K	Hold	775	–	–	﹤0.01%	517
2019 Q2	$7K	Hold	775	–	–	﹤0.01%	566
2019 Q1	$7K	Hold	775	–	–	﹤0.01%	520
2018 Q4	$6K	Hold	775	–	–	﹤0.01%	529
2018 Q3	$7K	Hold	775	–	–	﹤0.01%	494
2018 Q2	$7K	Hold	775	–	–	﹤0.01%	488
2018 Q1	$8K	Hold	775	–	–	﹤0.01%	508
2017 Q4	$8K	Hold	775	–	–	﹤0.01%	508
2017 Q3	$8K	Hold	775	–	–	﹤0.01%	471
2017 Q2	$8K	Hold	775	–	–	﹤0.01%	509
2017 Q1	$7K	Hold	775	–	–	﹤0.01%	517
2016 Q4	$7K	Hold	775	–	–	﹤0.01%	516
2016 Q3	$7K	Hold	775	–	–	﹤0.01%	499
2016 Q2	$7K	Hold	775	–	–	﹤0.01%	485
2016 Q1	$7K	Hold	775	–	–	﹤0.01%	446
2015 Q4	$7K	Buy	775 +250	+48%	+$2.26K	﹤0.01%	467
2015 Q3	$5K	Hold	525	–	–	﹤0.01%	508
2015 Q2	$4K	Hold	525	–	–	﹤0.01%	538
2015 Q1	$5K	Hold	525	–	–	﹤0.01%	534
2014 Q4	$5K	Buy	525 +200	+62%	+$1.8K	﹤0.01%	519
2014 Q3	$3K	Hold	325	–	–	﹤0.01%	569
2014 Q2	$3K	Buy	+325	New	+$2.89K	﹤0.01%	569

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Focused Wealth Management's JPS Position: Q3 2022 in Review

Focused Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 272 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in JPS in Q2 2014 and held it in 33 quarters. The position peaked at $8K in Q3 2021. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

Focused Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
Focused Wealth Management sold 272 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $2K.
Focused Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2014 and held it in 33 quarters.
Focused Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $8K in Q3 2021.
206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Focused Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.