Money Concepts Capital’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-47,446	Closed	-$323K	–	3147
2022 Q4	$323K	Buy	+47,446	New	+$324K	0.01%	539
2022 Q2	–	Sell	-1,290	Closed	-$11K	–	2748
2022 Q1	$11K	Buy	+1,290	New	+$11.3K	﹤0.01%	1913

Other funds holding JPS

RCM

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

SIA

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

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

PCM

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

RJA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's JPS Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 47,446 shares — an estimated $323K sold.

Money Concepts Capital first reported a position in JPS in Q1 2022 and held it in 2 quarters. The position peaked at $323K in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

Money Concepts Capital reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 47,446 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $323K.
Money Concepts Capital first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Nuveen Preferred & Income Securities Fund position peaked at $323K in Q4 2022.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.