AIP
JRO

Ahrens Investment Partners’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Ahrens Investment Partners’s Portfolio JRO Stock Details JRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$208K Sell
25,900
-11,100
-30% -$91.3K 0.1% 137
2022
Q4 		$289K Buy
+37,000
New +$298K 0.13% 122

Other funds holding JRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ahrens Investment Partners's JRO Position: Q1 2023 in Review

Ahrens Investment Partners reduced its Nuveen Floating Rate Income Opportunty Fund (JRO) stake by 30% in Q1 2023, selling an estimated $91.3K and leaving 25,900 shares worth $208K. The position accounts for 0.1% of the portfolio, ranked #137.

Ahrens Investment Partners first reported a position in JRO in Q4 2022 and has held it in 2 quarters since. The position peaked at $289K in Q4 2022. 95 funds tracked by Wall St. Rank hold JRO as of Q1 2023.

  • Ahrens Investment Partners held 25,900 shares of Nuveen Floating Rate Income Opportunty Fund worth $208K as of Q1 2023.
  • Ahrens Investment Partners sold 11,100 Nuveen Floating Rate Income Opportunty Fund shares in Q1 2023, an estimated $91.3K.
  • Nuveen Floating Rate Income Opportunty Fund made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #137 holding.
  • Ahrens Investment Partners first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's Nuveen Floating Rate Income Opportunty Fund position peaked at $289K in Q4 2022.
  • 95 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.