AAS
JRO

Ameritas Advisory Services’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-15,217
Closed -$118K – 833
2023
Q2 		$118K Buy
15,217
+23
+0.2% +$179 0.02% 530
2023
Q1 		$122K Sell
15,194
-13,974
-48% -$115K 0.01% 927
2022
Q4 		$228K Buy
29,168
+14,604
+100% +$118K 0.01% 790
2022
Q3 		$117K Buy
14,564
+12
+0.1% +$102 0.01% 737
2022
Q2 		$119K Buy
14,552
+10
+0.1% +$90 0.01% 773
2022
Q1 		$147K Buy
14,542
+7
+0% +$70 0.01% 808
2021
Q4 		$147K Buy
+14,535
New +$146K 0.01% 791

Other funds holding JRO

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ameritas Advisory Services's JRO Position: Q3 2023 in Review

Ameritas Advisory Services sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 15,217 shares — an estimated $118K sold.

Ameritas Advisory Services first reported a position in JRO in Q4 2021 and held it in 7 quarters. The position peaked at $228K in Q4 2022. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

  • Ameritas Advisory Services reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 15,217 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $118K.
  • Ameritas Advisory Services first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2021 and held it in 7 quarters.
  • Ameritas Advisory Services's Nuveen Floating Rate Income Opportunty Fund position peaked at $228K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Ameritas Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.