RDA Financial Network’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

RDA Financial Network’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	-17,797	Closed	-$121K	–	232
2022 Q4	$121K	Sell	17,797 -300	-2%	-$2.05K	0.06%	207
2022 Q3	$119K	Sell	18,097 -200	-1%	-$1.47K	0.07%	190
2022 Q2	$133K	Sell	18,297 -100	-0.5%	-$763	0.07%	205
2022 Q1	$155K	Buy	18,397 +1,600	+10%	+$14.1K	0.07%	220
2021 Q4	$163K	Hold	16,797	–	–	0.07%	213
2021 Q3	$165K	Hold	16,797	–	–	0.07%	207
2021 Q2	$167K	Hold	16,797	–	–	0.07%	210
2021 Q1	$163K	Hold	16,797	–	–	0.07%	216
2020 Q4	$163K	Hold	16,797	–	–	0.07%	217
2020 Q3	$148K	Buy	+16,797	New	+$150K	0.07%	214

Other funds holding JPS

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RDA Financial Network's JPS Position: Q1 2023 in Review

RDA Financial Network sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 17,797 shares — an estimated $121K sold.

RDA Financial Network first reported a position in JPS in Q3 2020 and held it in 10 quarters. The position peaked at $167K in Q2 2021. 211 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

RDA Financial Network reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
RDA Financial Network sold 17,797 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $121K.
RDA Financial Network first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2020 and held it in 10 quarters.
RDA Financial Network's Nuveen Preferred & Income Securities Fund position peaked at $167K in Q2 2021.
211 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on RDA Financial Network's 13F filing for Q1 2023, filed 12 Apr 2023.