Wealthspire Advisors (New York)’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Wealthspire Advisors (New York)’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	-11,235	Closed	-$109K	–	695
2021 Q1	$109K	Hold	11,235	–	–	﹤0.01%	692
2020 Q4	$109K	Hold	11,235	–	–	﹤0.01%	568
2020 Q3	$99K	Hold	11,235	–	–	0.01%	320
2020 Q2	$95K	Hold	11,235	–	–	0.01%	272
2020 Q1	$82K	Hold	11,235	–	–	﹤0.01%	526
2019 Q4	$113K	Hold	11,235	–	–	0.01%	207
2019 Q3	$111K	Hold	11,235	–	–	0.01%	163
2019 Q2	$107K	Hold	11,235	–	–	0.01%	96
2019 Q1	$101K	Sell	11,235 -40,060	-78%	-$356K	0.01%	44
2018 Q4	$425K	Buy	+51,295	New	+$425K	0.04%	40

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

Wealthspire Advisors (New York)'s JPS Position: Q2 2021 in Review

Wealthspire Advisors (New York) sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2021, closing a stake of 11,235 shares — an estimated $109K sold.

Wealthspire Advisors (New York) first reported a position in JPS in Q4 2018 and held it in 10 quarters. The position peaked at $425K in Q4 2018. 187 funds tracked by Wall St. Rank hold JPS as of Q2 2021.

Wealthspire Advisors (New York) reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2021 after selling out during the quarter.
Wealthspire Advisors (New York) sold 11,235 Nuveen Preferred & Income Securities Fund shares in Q2 2021, an estimated $109K.
Wealthspire Advisors (New York) first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 10 quarters.
Wealthspire Advisors (New York)'s Nuveen Preferred & Income Securities Fund position peaked at $425K in Q4 2018.
187 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2021.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.