HGERS
JPS

Householder Group Estate & Retirement Specialist’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Householder Group Estate & Retirement Specialist’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
-4,624
Closed -$28.5K – 1383
2023
Q3 		$28.5K Buy
+4,624
New +$29.4K 0.01% 563
2023
Q1 		$57K Buy
+8,850
New +$62.4K 0.02% 420
2022
Q4 		– Sell
-8,461
Closed -$55K – 1229
2022
Q3 		$55K Buy
+8,461
New +$62.3K 0.02% 385

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $322M AUM 37.57% 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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JPS Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 4,624 shares — an estimated $28.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in JPS in Q3 2022 and held it in 3 quarters. The position peaked at $57K in Q1 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,624 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $28.5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's Nuveen Preferred & Income Securities Fund position peaked at $57K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.