SBIA
JPS

Sheaff Brock Investment Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Sheaff Brock Investment 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
Q2 		– Sell
-12,429
Closed -$80.3K – 533
2023
Q1 		$80.3K Sell
12,429
-1,275
-9% -$8.99K 0.01% 492
2022
Q4 		$93.2K Sell
13,704
-249
-2% -$1.7K 0.01% 466
2022
Q3 		$92K Buy
13,953
+940
+7% +$6.92K 0.01% 464
2022
Q2 		$94K Sell
13,013
-3,079
-19% -$23.5K 0.01% 473
2022
Q1 		$135K Buy
16,092
+100
+0.6% +$879 0.01% 506
2021
Q4 		$156K Buy
15,992
+200
+1% +$1.93K 0.01% 508
2021
Q3 		$155K Buy
15,792
+150
+1% +$1.5K 0.01% 516
2021
Q2 		$156K Buy
15,642
+935
+6% +$9.2K 0.01% 492
2021
Q1 		$143K Sell
14,707
-4,000
-21% -$37.7K 0.01% 467
2020
Q4 		$182K Hold
18,707
– – 0.02% 437
2020
Q3 		$165K Hold
18,707
– – 0.02% 408
2020
Q2 		$158K Buy
18,707
+547
+3% +$4.43K 0.02% 403
2020
Q1 		$132K Buy
18,160
+460
+3% +$4.26K 0.02% 362
2019
Q4 		$178K Hold
17,700
– – 0.02% 428
2019
Q3 		$174K Hold
17,700
– – 0.02% 415
2019
Q2 		$168K Hold
17,700
– – 0.02% 437
2019
Q1 		$159K Buy
+17,700
New +$157K 0.02% 454
2018
Q2 		– Sell
-12,460
Closed -$122K – 585
2018
Q1 		$122K Hold
12,460
– – 0.01% 509
2017
Q4 		$127K Hold
12,460
– – 0.02% 493
2017
Q3 		$130K Sell
12,460
-25,850
-67% -$265K 0.02% 527
2017
Q2 		$392K Hold
38,310
– – 0.05% 328
2017
Q1 		$365K Sell
38,310
-6,243
-14% -$59.3K 0.05% 338
2016
Q4 		$415K Buy
44,553
+5,560
+14% +$50.4K 0.05% 315
2016
Q3 		$374K Sell
38,993
-13,256
-25% -$126K 0.05% 309
2016
Q2 		$483K Buy
52,249
+1,244
+2% +$11.3K 0.06% 286
2016
Q1 		$459K Sell
51,005
-4,245
-8% -$37.9K 0.06% 303
2015
Q4 		$503K Buy
+55,250
New +$500K 0.06% 319

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 $79.5B AUM 27.1% 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

Sheaff Brock Investment Advisors's JPS Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 12,429 shares — an estimated $80.3K sold.

Sheaff Brock Investment Advisors first reported a position in JPS in Q4 2015 and held it in 27 quarters. The position peaked at $503K in Q4 2015. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

  • Sheaff Brock Investment Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 12,429 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $80.3K.
  • Sheaff Brock Investment Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and held it in 27 quarters.
  • Sheaff Brock Investment Advisors's Nuveen Preferred & Income Securities Fund position peaked at $503K in Q4 2015.
  • 213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.