OWA
JPS

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

One 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
2023
Q1 		– Sell
-2,207
Closed -$15K – 627
2022
Q4 		$15K Buy
+2,207
New +$15K ﹤0.01% 574

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Wealth Advisors's JPS Position: Q1 2023 in Review

One Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 2,207 shares — an estimated $15K sold.

One Wealth Advisors first reported a position in JPS in Q4 2022 and held it in 1 quarter. The position peaked at $15K in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

  • One Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 2,207 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $15K.
  • One Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $15K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.