GWSG
JPS

GPS Wealth Strategies Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

GPS Wealth Strategies Group’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
-919
Closed -$5.67K – 1327
2023
Q3 		$5.67K Hold
919
– – ﹤0.01% 948
2023
Q2 		$5.87K Sell
919
-975
-51% -$6.17K ﹤0.01% 958
2023
Q1 		$12.2K Buy
+1,894
New +$13.4K ﹤0.01% 795
2022
Q4 		– Sell
-975
Closed -$6K – 1155
2022
Q3 		$6K Hold
975
– – ﹤0.01% 876
2022
Q2 		$7K Buy
+975
New +$7.44K ﹤0.01% 839

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

GPS Wealth Strategies Group's JPS Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 919 shares — an estimated $5.67K sold.

GPS Wealth Strategies Group first reported a position in JPS in Q2 2022 and held it in 5 quarters. The position peaked at $12.2K in Q1 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 919 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $5.67K.
  • GPS Wealth Strategies Group first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2022 and held it in 5 quarters.
  • GPS Wealth Strategies Group's Nuveen Preferred & Income Securities Fund position peaked at $12.2K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.