RW
JPS

RVW Wealth’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

RVW Wealth’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
Q2 		– Sell
-37,700
Closed -$244K – 162
2023
Q1 		$244K Buy
+37,700
New +$266K 0.03% 130

Other funds holding JPS

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

RVW Wealth's JPS Position: Q2 2023 in Review

RVW Wealth sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 37,700 shares — an estimated $244K sold.

RVW Wealth first reported a position in JPS in Q1 2023 and held it in 1 quarter. The position peaked at $244K in Q1 2023. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

  • RVW Wealth reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
  • RVW Wealth sold 37,700 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $244K.
  • RVW Wealth first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2023 and held it in 1 quarter.
  • RVW Wealth's Nuveen Preferred & Income Securities Fund position peaked at $244K in Q1 2023.
  • 213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on RVW Wealth's 13F filing for Q2 2023, filed 7 Jul 2023.