Optimum Investment Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Optimum Investment 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	–	Sell	-4,400	Closed	-$43K	–	911
2021 Q4	$43K	Hold	4,400	–	–	0.02%	491
2021 Q3	$43K	Hold	4,400	–	–	0.02%	481
2021 Q2	$44K	Hold	4,400	–	–	0.01%	536
2021 Q1	$43K	Hold	4,400	–	–	0.01%	534
2020 Q4	$43K	Hold	4,400	–	–	0.01%	503
2020 Q3	$39K	Hold	4,400	–	–	0.01%	489
2020 Q2	$37K	Hold	4,400	–	–	0.01%	496
2020 Q1	$32K	Hold	4,400	–	–	0.01%	493
2019 Q4	$44K	Hold	4,400	–	–	0.01%	540
2019 Q3	$43K	Hold	4,400	–	–	0.01%	542
2019 Q2	$42K	Hold	4,400	–	–	0.01%	541
2019 Q1	$40K	Hold	4,400	–	–	0.01%	549
2018 Q4	$36K	Hold	4,400	–	–	0.01%	527
2018 Q3	$39K	Hold	4,400	–	–	0.01%	591
2018 Q2	$39K	Hold	4,400	–	–	0.01%	582
2018 Q1	$43K	Buy	+4,400	New	+$42.2K	0.01%	550

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 $71.6B AUM 21.08% 1-Year Est. Return

PCM

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

Optimum Investment Advisors's JPS Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 4,400 shares — an estimated $43K sold.

Optimum Investment Advisors first reported a position in JPS in Q1 2018 and held it in 16 quarters. The position peaked at $44K in Q2 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

Optimum Investment Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
Optimum Investment Advisors sold 4,400 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $43K.
Optimum Investment Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 16 quarters.
Optimum Investment Advisors's Nuveen Preferred & Income Securities Fund position peaked at $44K in Q2 2021.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.