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

Herold 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
2022 Q2	–	Sell	-1,000	Closed	-$8.4K	–	714
2022 Q1	$8.4K	Buy	+1,000	New	+$8.79K	﹤0.01%	623
2021 Q4	–	Sell	-1,000	Closed	-$9K	–	690
2021 Q3	$9K	Buy	+1,000	New	+$9.98K	﹤0.01%	611

Other funds holding JPS

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

SIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PCM

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

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

Herold Advisors's JPS Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 1,000 shares — an estimated $8.4K sold.

Herold Advisors first reported a position in JPS in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

Herold Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,000 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $8.4K.
Herold Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's Nuveen Preferred & Income Securities Fund position peaked at $9K in Q3 2021.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.