NWF Advisory Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

NWF Advisory Services’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	-10,726	Closed	-$66.2K	–	322
2023 Q3	$66.2K	Sell	10,726 -3,600	-25%	-$22.9K	0.02%	278
2023 Q2	$91.4K	Hold	14,326	–	–	0.02%	267
2023 Q1	$91.4K	Buy	+14,326	New	+$101K	0.02%	266

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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 $9.54B AUM 19.86% 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

NWF Advisory Services's JPS Position: Q4 2023 in Review

NWF Advisory Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,726 shares — an estimated $66.2K sold.

NWF Advisory Services first reported a position in JPS in Q1 2023 and held it in 3 quarters. The position peaked at $91.4K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

NWF Advisory Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
NWF Advisory Services sold 10,726 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $66.2K.
NWF Advisory Services first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2023 and held it in 3 quarters.
NWF Advisory Services's Nuveen Preferred & Income Securities Fund position peaked at $91.4K in Q2 2023.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on NWF Advisory Services's 13F filing for Q4 2023, filed 8 Dec 2025.