Mariner Independent Advisor Network’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-24,084	Closed	-$204K	–	585
2022 Q1	$204K	Buy	24,084 +3,385	+16%	+$29.7K	0.01%	505
2021 Q4	$201K	Sell	20,699 -2,268	-10%	-$21.9K	0.01%	452
2021 Q3	$225K	Sell	22,967 -8,000	-26%	-$79.9K	0.01%	457
2021 Q2	$308K	Buy	30,967 +2,068	+7%	+$20.3K	0.01%	449
2021 Q1	$281K	Sell	28,899 -1,446	-5%	-$13.6K	0.01%	411
2020 Q4	$295K	Buy	+30,345	New	+$279K	0.02%	380
2017 Q2	–	Sell	-49,413	Closed	-$471K	–	357
2017 Q1	$471K	Buy	+49,413	New	+$469K	0.06%	162

Other funds holding JPS

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $79.5B AUM 27.1% 1-Year Est. Return

PCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Independent Advisor Network's JPS Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 24,084 shares — an estimated $204K sold.

Mariner Independent Advisor Network first reported a position in JPS in Q1 2017 and held it in 7 quarters. The position peaked at $471K in Q1 2017. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

Mariner Independent Advisor Network reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 24,084 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $204K.
Mariner Independent Advisor Network first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2017 and held it in 7 quarters.
Mariner Independent Advisor Network's Nuveen Preferred & Income Securities Fund position peaked at $471K in Q1 2017.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.