Wipfli Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Wipfli Financial Advisors’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 Q3	$26K	Buy	+4,000	New	+$29.4K	﹤0.01%	1456

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Wipfli Financial Advisors's JPS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022: 4,000 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings.

206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

Wipfli Financial Advisors held 4,000 shares of Nuveen Preferred & Income Securities Fund worth $26K as of Q3 2022.
Nuveen Preferred & Income Securities Fund was a new Wipfli Financial Advisors position in Q3 2022.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1456 holding.
206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.