RFN
JPS

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 $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