ICA Group Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

ICA Group Wealth Management’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 Q3	–	Sell	-1,212	Closed	-$7.73K	–	1317
2023 Q2	$7.73K	Hold	1,212	–	–	﹤0.01%	881
2023 Q1	$7.83K	Hold	1,212	–	–	﹤0.01%	856
2022 Q4	$8.24K	Buy	+1,212	New	+$8.27K	﹤0.01%	862

Other funds holding JPS

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

ICA Group Wealth Management's JPS Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2023, closing a stake of 1,212 shares — an estimated $7.73K sold.

ICA Group Wealth Management first reported a position in JPS in Q4 2022 and held it in 3 quarters. The position peaked at $8.24K in Q4 2022. 222 funds tracked by Wall St. Rank hold JPS as of Q3 2023.

ICA Group Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 1,212 Nuveen Preferred & Income Securities Fund shares in Q3 2023, an estimated $7.73K.
ICA Group Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 3 quarters.
ICA Group Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $8.24K in Q4 2022.
222 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.