GLA
JPS

Good Life Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Good Life 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
-10,459
Closed -$64.5K – 456
2023
Q3 		$64.5K Buy
10,459
+21
+0.2% +$134 0.01% 406
2023
Q2 		$66.6K Buy
10,438
+23
+0.2% +$146 0.01% 407
2023
Q1 		$67.3K Buy
+10,415
New +$73.4K 0.01% 389
2022
Q4 		– Sell
-14,239
Closed -$94K – 374
2022
Q3 		$94K Sell
14,239
-5,841
-29% -$43K 0.01% 336
2022
Q2 		$146K Sell
20,080
-4,400
-18% -$33.6K 0.02% 337
2022
Q1 		$206K Buy
24,480
+3,150
+15% +$27.7K 0.03% 364
2021
Q4 		$207K Buy
21,330
+1,650
+8% +$15.9K 0.03% 363
2021
Q3 		$193K Hold
19,680
– – 0.03% 352
2021
Q2 		$196K Sell
19,680
-2,635
-12% -$25.9K 0.04% 301
2021
Q1 		$214K Buy
22,315
+250
+1% +$2.35K 0.04% 281
2020
Q4 		$213K Hold
22,065
– – 0.05% 241
2020
Q3 		$194K Hold
22,065
– – 0.05% 229
2020
Q2 		$185K Buy
22,065
+4,100
+23% +$33.2K 0.06% 231
2020
Q1 		$132K Buy
17,965
+300
+2% +$2.78K 0.05% 201
2019
Q4 		$178K Buy
17,665
+4,150
+31% +$41.6K 0.05% 249
2019
Q3 		$133K Buy
13,515
+2,030
+18% +$19.7K 0.04% 250
2019
Q2 		$108K Buy
11,485
+125
+1% +$1.16K 0.03% 250
2019
Q1 		$101K Buy
11,360
+960
+9% +$8.52K 0.03% 239
2018
Q4 		$86K Buy
+10,400
New +$86.1K 0.03% 234

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 $8.74B AUM 14.62% 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

Good Life Advisors's JPS Position: Q4 2023 in Review

Good Life Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,459 shares — an estimated $64.5K sold.

Good Life Advisors first reported a position in JPS in Q4 2018 and held it in 19 quarters. The position peaked at $214K in Q1 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Good Life Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Good Life Advisors sold 10,459 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $64.5K.
  • Good Life Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 19 quarters.
  • Good Life Advisors's Nuveen Preferred & Income Securities Fund position peaked at $214K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Good Life Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.