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

Future Financial 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
2023 Q1	–	Sell	-17,823	Closed	-$121K	–	125
2022 Q4	$121K	Sell	17,823 -1,811	-9%	-$12.3K	0.14%	111
2022 Q3	$143K	Buy	19,634 +4,911	+33%	+$36.1K	0.16%	114
2022 Q2	$124K	Hold	14,723	–	–	0.12%	128
2022 Q1	$124K	Buy	14,723 +5,532	+60%	+$48.6K	0.1%	161
2021 Q4	$89K	Buy	+9,191	New	+$88.6K	0.07%	205

Other funds holding JPS

RCM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Future Financial Wealth Management's JPS Position: Q1 2023 in Review

Future Financial Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 17,823 shares — an estimated $121K sold.

Future Financial Wealth Management first reported a position in JPS in Q4 2021 and held it in 5 quarters. The position peaked at $143K in Q3 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

Future Financial Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
Future Financial Wealth Management sold 17,823 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $121K.
Future Financial Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 5 quarters.
Future Financial Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $143K in Q3 2022.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Future Financial Wealth Management's 13F filing for Q1 2023, filed 4 Apr 2023.