PFA
JPS

Petra Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Petra Financial 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
Q4 		– Sell
-208,852
Closed -$1.29M – 129
2023
Q3 		$1.29M Buy
208,852
+561
+0.3% +$3.57K 1.07% 30
2023
Q2 		$1.33M Sell
208,291
-1,200
-0.6% -$7.6K 1.19% 26
2023
Q1 		$1.35M Sell
209,491
-1,414
-0.7% -$9.97K 1.34% 21
2022
Q4 		$1.43M Buy
+210,905
New +$1.44M 1.58% 23

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
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

Petra Financial Advisors's JPS Position: Q4 2023 in Review

Petra Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 208,852 shares — an estimated $1.29M sold.

Petra Financial Advisors first reported a position in JPS in Q4 2022 and held it in 4 quarters. The position peaked at $1.43M in Q4 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Petra Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 208,852 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $1.29M.
  • Petra Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 4 quarters.
  • Petra Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $1.43M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.