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

IFP 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	-14,428	Closed	-$138K	–	4574
2022 Q4	$138K	Sell	14,428 -698	-5%	-$4.76K	﹤0.01%	1563
2022 Q3	$143K	Buy	15,126 +2,113	+16%	+$15.5K	﹤0.01%	1623
2022 Q2	$124K	Hold	13,013	–	–	﹤0.01%	1553
2022 Q1	$124K	Buy	+13,013	New	+$114K	﹤0.01%	1553
2019 Q1	$43K	Sell	4,779 -7,270	-60%	-$64.5K	0.01%	1033
2018 Q4	$100K	Buy	12,049 +1,688	+16%	+$14K	0.01%	1201
2018 Q3	$91K	Buy	10,361 +1,912	+23%	+$16.9K	﹤0.01%	1543
2018 Q2	$74K	Sell	8,449 -902	-10%	-$8.47K	﹤0.01%	1679
2018 Q1	$95K	Hold	9,351	–	–	﹤0.01%	1417
2017 Q4	$95K	Sell	9,351 -74,892	-89%	-$772K	﹤0.01%	1429
2017 Q3	$877K	Sell	84,243 -500	-0.6%	-$5.13K	0.03%	477
2017 Q2	$867K	Sell	84,743 -9,210	-10%	-$91.7K	0.04%	472
2017 Q1	$896K	Hold	93,953	–	–	0.04%	454
2016 Q4	$875K	Sell	93,953 -5,152	-5%	-$46.7K	0.04%	425
2016 Q3	$950K	Sell	99,105 -9,124	-8%	-$87.1K	0.05%	376
2016 Q2	$1M	Buy	108,229 +103,450	+2,165%	+$943K	0.06%	355
2016 Q1	$43K	Sell	4,779 -36,747	-88%	-$328K	0.01%	1033
2015 Q4	$378K	Buy	+41,526	New	+$376K	0.03%	572

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

IFP Advisors's JPS Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 14,428 shares — an estimated $138K sold.

IFP Advisors first reported a position in JPS in Q4 2015 and held it in 18 quarters. The position peaked at $1M in Q2 2016. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

IFP Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 14,428 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $138K.
IFP Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and held it in 18 quarters.
IFP Advisors's Nuveen Preferred & Income Securities Fund position peaked at $1M in Q2 2016.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.