IWA
JPS

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

IBEX Wealth 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
2023
Q1 		– Sell
-22,256
Closed -$151K – 191
2022
Q4 		$151K Hold
22,256
– – 0.03% 169
2022
Q3 		$146K Hold
22,256
– – 0.04% 141
2022
Q2 		$162K Hold
22,256
– – 0.04% 150
2022
Q1 		$187K Sell
22,256
-3,488
-14% -$30.6K 0.04% 164
2021
Q4 		$250K Sell
25,744
-10,602
-29% -$102K 0.04% 160
2021
Q3 		$356K Buy
36,346
+79
+0.2% +$789 0.07% 136
2021
Q2 		$361K Buy
36,267
+78
+0.2% +$768 0.07% 131
2021
Q1 		$352K Buy
36,189
+55
+0.2% +$518 0.09% 102
2020
Q4 		$352K Sell
36,134
-2,011
-5% -$18.5K 0.09% 94
2020
Q3 		$336K Buy
38,145
+119
+0.3% +$1.06K 0.1% 89
2020
Q2 		$321K Buy
38,026
+136
+0.4% +$1.1K 0.1% 91
2020
Q1 		$275K Buy
37,890
+77
+0.2% +$713 0.11% 87
2019
Q4 		$379K Buy
37,813
+227
+0.6% +$2.27K 0.12% 93
2019
Q3 		$370K Sell
37,586
-693
-2% -$6.73K 0.12% 91
2019
Q2 		$363K Sell
38,279
-6,894
-15% -$64K 0.1% 117
2019
Q1 		$407K Buy
45,173
+3,305
+8% +$29.3K 0.14% 95
2018
Q4 		$347K Buy
+41,868
New +$347K 0.16% 70
2017
Q4 		– Sell
-3,353
Closed -$35K – 147
2017
Q3 		$35K Buy
+3,353
New +$34.4K 0.01% 142
2017
Q1 		– Sell
-3,207
Closed -$30K – 414
2016
Q4 		$30K Buy
+3,207
New +$29.1K 0.01% 199

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IBEX Wealth Advisors's JPS Position: Q1 2023 in Review

IBEX Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 22,256 shares — an estimated $151K sold.

IBEX Wealth Advisors first reported a position in JPS in Q4 2016 and held it in 19 quarters. The position peaked at $407K in Q1 2019. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

  • IBEX Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • IBEX Wealth Advisors sold 22,256 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $151K.
  • IBEX Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 19 quarters.
  • IBEX Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $407K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on IBEX Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.