Valeo Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-101	Closed	-$1K	–	1977
2021 Q1	$1K	Sell	101 -3,551	-97%	-$33.4K	﹤0.01%	1973
2020 Q4	$36K	Buy	3,652 +400	+12%	+$3.68K	﹤0.01%	887
2020 Q3	$29K	Buy	3,252 +552	+20%	+$4.91K	﹤0.01%	828
2020 Q2	$23K	Buy	2,700 +1,564	+138%	+$12.7K	﹤0.01%	1017
2020 Q1	$9K	Buy	+1,136	New	+$10.5K	﹤0.01%	1151

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Valeo Financial Advisors's JPS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2021, closing a stake of 101 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in JPS in Q1 2020 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 187 funds tracked by Wall St. Rank hold JPS as of Q2 2021.

Valeo Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 101 Nuveen Preferred & Income Securities Fund shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $36K in Q4 2020.
187 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.