High Net Worth Advisory Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

High Net Worth Advisory 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 Q1	–	Sell	-7,260	Closed	-$49.4K	–	616
2022 Q4	$49.4K	Sell	7,260 -5,000	-41%	-$34.1K	0.02%	327
2022 Q3	$81K	Hold	12,260	–	–	0.03%	259
2022 Q2	$89K	Sell	12,260 -1,000	-8%	-$7.63K	0.04%	255
2022 Q1	$111K	Buy	13,260 +6,500	+96%	+$57.1K	0.04%	235
2021 Q4	$66K	Buy	+6,760	New	+$65.2K	0.02%	314

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

High Net Worth Advisory Group's JPS Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 7,260 shares — an estimated $49.4K sold.

High Net Worth Advisory Group first reported a position in JPS in Q4 2021 and held it in 5 quarters. The position peaked at $111K in Q1 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

High Net Worth Advisory Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 7,260 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $49.4K.
High Net Worth Advisory Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Nuveen Preferred & Income Securities Fund position peaked at $111K in Q1 2022.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.