AWA
JSD

Arkadios Wealth Advisors’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Arkadios Wealth Advisors’s Portfolio JSD Stock Details JSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-235
Closed -$3K – 1966
2021
Q3 		$3K Sell
235
-90
-28% -$1.33K ﹤0.01% 1732
2021
Q2 		$4K Buy
+325
New +$4.7K ﹤0.01% 1795

Other funds holding JSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's JSD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q4 2021, closing a stake of 235 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in JSD in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 26 funds tracked by Wall St. Rank hold JSD as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 235 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $4K in Q2 2021.
  • 26 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.