WAS
JPS

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

Wealth Advisory Solutions’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
2022
Q4 		– Sell
-11,375
Closed -$75K – 139
2022
Q3 		$75K Buy
11,375
+1,150
+11% +$8.46K 0.02% 131
2022
Q2 		$74K Buy
+10,225
New +$78K 0.02% 144

Other funds holding JPS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wealth Advisory Solutions's JPS Position: Q4 2022 in Review

Wealth Advisory Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 11,375 shares — an estimated $75K sold.

Wealth Advisory Solutions first reported a position in JPS in Q2 2022 and held it in 2 quarters. The position peaked at $75K in Q3 2022. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

  • Wealth Advisory Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Wealth Advisory Solutions sold 11,375 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $75K.
  • Wealth Advisory Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2022 and held it in 2 quarters.
  • Wealth Advisory Solutions's Nuveen Preferred & Income Securities Fund position peaked at $75K in Q3 2022.
  • 223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Wealth Advisory Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.