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JPS
Nuveen Preferred & Income Securities Fund
Delisted
JPS was delisted on the 3rd of November, 2023.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 226 |
BCWM
226
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$34.1K | -3,458 | Closed |
|
| 227 |
BWM
227
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$25K | -2,500 | Closed |
|
| 228 |
JPLA
228
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$15K | -1,500 | Closed |
|
| 229 |
DOA
229
D'Orazio & Associates
Falls Church,
Virginia
| – | -$11K | -1,150 | Closed |
|
| 230 |
AWA
230
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$10K | -1,119 | Closed |
|
| 231 |
HA
231
Herold Advisors
New York
| – | -$9K | -1,000 | Closed |
|
| 232 |
JCM
232
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$6K | -600 | Closed |
|
| 233 |
APWA
233
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$3K | -300 | Closed |
|
| 234 |
CPC
234
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$2K | -213 | Closed |
|
| 235 |
RIM
235
Rockbridge Investment Management
Syracuse,
New York
| – | +$39 | +4 | +400% |
|