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

Lenox Wealth 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
2022 Q1	$7K	Buy	888 +19	+2%	+$167	﹤0.01%	535
2021 Q4	$8K	Buy	869 +14	+2%	+$135	﹤0.01%	545
2021 Q3	$8K	Buy	855 +13	+2%	+$130	﹤0.01%	509
2021 Q2	$8K	Buy	+842	New	+$8.29K	﹤0.01%	508

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

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

Lenox Wealth Advisors's JPS Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Nuveen Preferred & Income Securities Fund (JPS) stake by 2.2% in Q1 2022, buying an estimated $167 and bringing the position to 888 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Lenox Wealth Advisors first reported a position in JPS in Q2 2021 and has held it in 4 quarters since. The position peaked at $8K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

Lenox Wealth Advisors held 888 shares of Nuveen Preferred & Income Securities Fund worth $7K as of Q1 2022.
Lenox Wealth Advisors bought 19 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $167.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #535 holding.
Lenox Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2021 and has held it in 4 quarters since.
Lenox Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $8K in Q4 2021.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.