PWPS
JPS

Pinnacle Wealth Planning Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Pinnacle Wealth Planning 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
-12,867
Closed -$79.4K – 521
2023
Q3 		$79.4K Buy
12,867
+1,170
+10% +$7.44K 0.01% 428
2023
Q2 		$74.6K Buy
+11,697
New +$74.1K 0.01% 440
2021
Q1 		– Sell
-3,412
Closed -$33K – 2118
2020
Q4 		$33K Buy
+3,412
New +$31.4K 0.01% 971

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

Pinnacle Wealth Planning Services's JPS Position: Q4 2023 in Review

Pinnacle Wealth Planning Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 12,867 shares — an estimated $79.4K sold.

Pinnacle Wealth Planning Services first reported a position in JPS in Q4 2020 and held it in 3 quarters. The position peaked at $79.4K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Pinnacle Wealth Planning Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 12,867 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $79.4K.
  • Pinnacle Wealth Planning Services first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Nuveen Preferred & Income Securities Fund position peaked at $79.4K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2023, filed 8 Feb 2024.