IWC
JPS

Integrated Wealth Concepts’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Integrated Wealth Concepts’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
2022
Q3 		– Sell
-11,161
Closed -$81K – 1031
2022
Q2 		$81K Hold
11,161
– – ﹤0.01% 942
2022
Q1 		$94K Buy
11,161
+310
+3% +$2.72K ﹤0.01% 911
2021
Q4 		$105K Sell
10,851
-1,117
-9% -$10.8K ﹤0.01% 965
2021
Q3 		$117K Buy
+11,968
New +$120K ﹤0.01% 918

Other funds holding JPS

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Integrated Wealth Concepts's JPS Position: Q3 2022 in Review

Integrated Wealth Concepts sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 11,161 shares — an estimated $81K sold.

Integrated Wealth Concepts first reported a position in JPS in Q3 2021 and held it in 4 quarters. The position peaked at $117K in Q3 2021. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

  • Integrated Wealth Concepts reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,161 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $81K.
  • Integrated Wealth Concepts first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 4 quarters.
  • Integrated Wealth Concepts's Nuveen Preferred & Income Securities Fund position peaked at $117K in Q3 2021.
  • 206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Integrated Wealth Concepts's 13F filing for Q3 2022, filed 14 Nov 2022.