Wealth Enhancement Advisory Services
JPS

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

Wealth Enhancement Advisory Services’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
-23,863
Closed -$147K – 2466
2023
Q3 		$147K Buy
+23,863
New +$152K ﹤0.01% 2050

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BTI
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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

Wealth Enhancement Advisory Services's JPS Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 23,863 shares — an estimated $147K sold.

Wealth Enhancement Advisory Services first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $147K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 23,863 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $147K.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Nuveen Preferred & Income Securities Fund position peaked at $147K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.