KWM
JPS

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

Kolinsky 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
Q4 		– Sell
-10,286
Closed -$63.5K – 147
2023
Q3 		$63.5K Sell
10,286
-1,024
-9% -$6.51K 0.06% 129
2023
Q2 		$71.8K Buy
11,310
+18
+0.2% +$114 0.07% 134
2023
Q1 		$73K Buy
+11,292
New +$79.6K 0.08% 124
2022
Q4 		– Sell
-12,296
Closed -$81K – 137
2022
Q3 		$81K Hold
12,296
– – 0.1% 111
2022
Q2 		$89K Hold
12,296
– – 0.11% 117
2022
Q1 		$103K Hold
12,296
– – 0.1% 132
2021
Q4 		$120K Buy
+12,296
New +$119K 0.11% 142

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return