Valeo Financial Advisors, LLC Nuveen Preferred & Income Securities Fund Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$9.65 - $9.98 $974 - $1,007	-101 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$9.13 - $9.72 $32,420 - $34,515	-3,551 Reduced 97.23%	101 $1,000
Q4 2020 Feb 11, 2021	BUY	$8.69 - $9.73 $3,476 - $3,892	400 Added 12.3%	3,652 $36,000
Q3 2020 Oct 28, 2020	BUY	$8.43 - $9.23 $4,653 - $5,094	552 Added 20.44%	3,252 $29,000
Q2 2020 Jul 20, 2020	BUY	$6.61 - $8.96 $10,338 - $14,013	1,564 Added 137.68%	2,700 $23,000
Q1 2020 Apr 13, 2020	BUY	$4.92 - $10.44 $5,589 - $11,859	1,136 New	1,136 $9,000

Others Institutions Holding JPS

# of Institutions

15

Shares Held

728K

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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