Gradient Investments’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Gradient Investments’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	-48	Closed	-$326	–	1666
2022 Q4	$326	Sell	48 -892	-95%	-$6.08K	﹤0.01%	1335
2022 Q3	$6K	Buy	940 +892	+1,858%	+$6.56K	﹤0.01%	942
2022 Q2	$0	Hold	48	–	–	﹤0.01%	1427
2022 Q1	$0	Hold	48	–	–	﹤0.01%	1387
2021 Q4	$0	Hold	48	–	–	﹤0.01%	1353
2021 Q3	$0	Hold	48	–	–	﹤0.01%	1280
2021 Q2	$0	Sell	48 -1,600	-97%	-$15.7K	﹤0.01%	1288
2021 Q1	$16K	Buy	1,648 +1,600	+3,333%	+$15.1K	﹤0.01%	670
2020 Q4	$0	Hold	48	–	–	﹤0.01%	1194
2020 Q3	$0	Hold	48	–	–	﹤0.01%	1246
2020 Q2	$0	Hold	48	–	–	﹤0.01%	1240
2020 Q1	$0	Hold	48	–	–	﹤0.01%	1280
2019 Q4	$0	Hold	48	–	–	﹤0.01%	1273
2019 Q3	$0	Hold	48	–	–	﹤0.01%	1266
2019 Q2	$0	Hold	48	–	–	﹤0.01%	1092
2019 Q1	$0	Hold	48	–	–	﹤0.01%	1030
2018 Q4	$0	Hold	48	–	–	﹤0.01%	1119
2018 Q3	$0	Hold	48	–	–	﹤0.01%	1089
2018 Q2	$0	Hold	48	–	–	﹤0.01%	1168
2018 Q1	$0	Hold	48	–	–	﹤0.01%	1202
2017 Q4	$0	Buy	+48	New	+$495	﹤0.01%	1108
2017 Q3	–	Sell	-48	Closed	–	–	755
2017 Q2	$0	Hold	48	–	–	﹤0.01%	933
2017 Q1	$0	Hold	48	–	–	﹤0.01%	844
2016 Q4	$0	Hold	48	–	–	﹤0.01%	816
2016 Q3	$0	Hold	48	–	–	﹤0.01%	794
2016 Q2	$0	Buy	+48	New	+$437	﹤0.01%	804

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

Gradient Investments's JPS Position: Q1 2023 in Review

Gradient Investments sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 48 shares — an estimated $326 sold.

Gradient Investments first reported a position in JPS in Q2 2016 and held it in 26 quarters. The position peaked at $16K in Q1 2021. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

Gradient Investments reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
Gradient Investments sold 48 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $326.
Gradient Investments first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2016 and held it in 26 quarters.
Gradient Investments's Nuveen Preferred & Income Securities Fund position peaked at $16K in Q1 2021.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.