VisionPoint Advisory Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-500	Closed	-$3.08K	–	905
2023 Q3	$3.08K	Hold	500	–	–	﹤0.01%	553
2023 Q2	$3.19K	Buy	+500	New	+$3.17K	﹤0.01%	476

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

VisionPoint Advisory Group's JPS Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 500 shares — an estimated $3.08K sold.

VisionPoint Advisory Group first reported a position in JPS in Q2 2023 and held it in 2 quarters. The position peaked at $3.19K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

VisionPoint Advisory Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 500 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $3.08K.
VisionPoint Advisory Group first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2023 and held it in 2 quarters.
VisionPoint Advisory Group's Nuveen Preferred & Income Securities Fund position peaked at $3.19K in Q2 2023.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.