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

Sugarloaf Wealth Management’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	-773	Closed	-$4.99K	–	722
2023 Q1	$4.99K	Hold	773	–	–	﹤0.01%	547
2022 Q4	$5.26K	Buy	+773	New	+$5.27K	﹤0.01%	575
2022 Q2	–	Sell	-554	Closed	-$5K	–	848
2022 Q1	$5K	Hold	554	–	–	﹤0.01%	576
2021 Q4	$5K	Hold	554	–	–	﹤0.01%	603
2021 Q3	$5K	Hold	554	–	–	﹤0.01%	618
2021 Q2	$6K	Sell	554 -100	-15%	-$984	﹤0.01%	586
2021 Q1	$6	Hold	654	–	–	﹤0.01%	579
2020 Q4	$6K	Hold	654	–	–	﹤0.01%	542
2020 Q3	$6K	Hold	654	–	–	﹤0.01%	507
2020 Q2	$6K	Hold	654	–	–	﹤0.01%	507
2020 Q1	$5K	Hold	654	–	–	﹤0.01%	519
2019 Q4	$7K	Buy	+654	New	+$6.55K	﹤0.01%	503

Other funds holding JPS

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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

Sugarloaf Wealth Management's JPS Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 773 shares — an estimated $4.99K sold.

Sugarloaf Wealth Management first reported a position in JPS in Q4 2019 and held it in 12 quarters. The position peaked at $7K in Q4 2019. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 773 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $4.99K.
Sugarloaf Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $7K in Q4 2019.
213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.