Clarus Wealth Advisors Nuveen Preferred & Income Securities Fund Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 11, 2019	SELL	$9.45 - $9.97 $92,080 - $97,147	-9,744 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$9.03 - $9.5 $53,800 - $56,601	-5,958 Reduced 37.94%	9,744 $93,000
Q1 2019 Apr 04, 2019	SELL	$8.25 - $9.17 $25,517 - $28,362	-3,093 Reduced 16.46%	15,702 $141,000
Q4 2018 Feb 05, 2019	SELL	$7.46 - $8.69 $20,440 - $23,810	-2,740 Reduced 12.72%	18,795 $156,000
Q4 2018 Jan 08, 2019	BUY	$7.46 - $8.69 $20,440 - $23,810	2,740 Added 14.58%	21,535 $190,000
Q4 2018 Jan 07, 2019	SELL	$7.46 - $8.69 $20,440 - $23,810	-2,740 Reduced 12.72%	18,795 $156,000
Q3 2018 Oct 03, 2018	SELL	$8.62 - $9.01 $10,430 - $10,902	-1,210 Reduced 5.32%	21,535 $190,000
Q1 2018 May 11, 2018	BUY	$9.3 - $10.17 $21,390 - $23,391	2,300 Added 11.25%	22,745 $222,000
Q4 2017 Feb 05, 2018	BUY	$10.09 - $10.46 $206,290 - $213,854	20,445	20,445 $209,000

Others Institutions Holding JPS

# of Institutions

16

Shares Held

793K

Call Options Held

0

Put Options Held

0

About Nuveen Preferred & Income Securities Fund

Ticker JPS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Preferred Securities Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Spectrum Asset Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade preferred debt securities, conve...

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