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

Laidlaw 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
2022 Q4	–	Sell	-11,950	Closed	-$79K	–	390
2022 Q3	$79K	Hold	11,950	–	–	0.02%	318
2022 Q2	$87K	Hold	11,950	–	–	0.02%	365
2022 Q1	$100K	Hold	11,950	–	–	0.02%	384
2021 Q4	$116K	Hold	11,950	–	–	0.02%	383
2021 Q3	$117K	Hold	11,950	–	–	0.03%	242
2021 Q2	$119K	Hold	11,950	–	–	0.03%	259
2021 Q1	$116K	Sell	11,950 -2,500	-17%	-$23.5K	0.04%	212
2020 Q4	$141K	Buy	+14,450	New	+$133K	0.03%	339

Other funds holding JPS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Laidlaw Wealth Management's JPS Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 11,950 shares — an estimated $79K sold.

Laidlaw Wealth Management first reported a position in JPS in Q4 2020 and held it in 8 quarters. The position peaked at $141K in Q4 2020. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

Laidlaw Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 11,950 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $79K.
Laidlaw Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 8 quarters.
Laidlaw Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $141K in Q4 2020.
223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.