IP
JPS

Innovative Portfolios’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Innovative Portfolios’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
2021
Q3 		– Sell
-11,950
Closed -$119K – 59
2021
Q2 		$119K Hold
11,950
– – 0.32% 52
2021
Q1 		$116K Buy
+11,950
New +$113K 0.01% 50

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Innovative Portfolios's JPS Position: Q3 2021 in Review

Innovative Portfolios sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2021, closing a stake of 11,950 shares — an estimated $119K sold.

Innovative Portfolios first reported a position in JPS in Q1 2021 and held it in 2 quarters. The position peaked at $119K in Q2 2021. 192 funds tracked by Wall St. Rank hold JPS as of Q3 2021.

  • Innovative Portfolios reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2021 after selling out during the quarter.
  • Innovative Portfolios sold 11,950 Nuveen Preferred & Income Securities Fund shares in Q3 2021, an estimated $119K.
  • Innovative Portfolios first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2021 and held it in 2 quarters.
  • Innovative Portfolios's Nuveen Preferred & Income Securities Fund position peaked at $119K in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2021.

Based on Innovative Portfolios's 13F filing for Q3 2021, filed 3 Nov 2021.