WQ
JPS

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

Wealth Quarterback’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
Q3 		$50K Buy
+5,138
New +$51.3K 0.03% 234
2020
Q2 		– Sell
-716
Closed -$5.2K – 849
2020
Q1 		$5.2K Sell
716
-240
-25% -$2.22K ﹤0.01% 609
2019
Q4 		$9.59K Buy
+956
New +$9.58K 0.01% 541

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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

Wealth Quarterback's JPS Position: Q3 2021 in Review

Wealth Quarterback opened a new position in Nuveen Preferred & Income Securities Fund (JPS) in Q3 2021: 5,138 shares worth $50K. The stake represents 0.03% of the portfolio and ranks #234 among its holdings. This is a return to the name: Wealth Quarterback previously reported a position in JPS as recently as Q1 2020.

Wealth Quarterback first reported a position in JPS in Q4 2019 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold JPS as of Q3 2021.

  • Wealth Quarterback held 5,138 shares of Nuveen Preferred & Income Securities Fund worth $50K as of Q3 2021.
  • Nuveen Preferred & Income Securities Fund was a new Wealth Quarterback position in Q3 2021.
  • Nuveen Preferred & Income Securities Fund made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #234 holding.
  • Wealth Quarterback first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and has held it in 3 quarters since.
  • 192 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.