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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 |
|
|---|---|---|---|---|---|---|
| 201 |
CWSR
201
Chessman Wealth Strategies RIA
Dallas,
Texas
| – | -$52K | -5,855 | Closed |
|
| 202 |
SWMG
202
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$16K | -1,875 | Closed |
|
| 203 |
BA
203
Ballew Advisors
Jackson,
Mississippi
| – | -$14K | -1,652 | Closed |
|
| 204 |
FIA
204
FNY Investment Advisers
New York
| – | -$9K | -1,125 | Closed |
|
| 205 |
GP
205
Girard Partners
King Of Prussia,
Pennsylvania
| – | -$8K | -922 | Closed |
|
| 206 |
CCM
206
Covington Capital Management
Los Angeles,
California
| – | -$8K | -918 | Closed |
|
| 207 |
PS
207
Portfolio Strategies
Monsey,
New York
| – | -$6K | -727 | Closed |
|
| 208 |
BWM
208
Baystate Wealth Management
Boston,
Massachusetts
| – | -$4K | -516 | Closed |
|
| 209 |
IAS
209
IMA Advisory Services
Denver,
Colorado
| – | -$2K | -240 | Closed |
|
| 210 |
TCM
210
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -158 | Closed |
|