B. Riley Wealth Advisors’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

B. Riley Wealth Advisors’s Portfolio JHAA Stock Details JHAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,372	Closed	-$95.5K	–	1677
2023 Q1	$95.5K	Sell	10,372 -1,935	-16%	-$17.8K	﹤0.01%	1390
2022 Q4	$112K	Sell	12,307 -2,341	-16%	-$21.2K	﹤0.01%	1347
2022 Q3	$132K	Sell	14,648 -1,871	-11%	-$17K	﹤0.01%	1297
2022 Q2	$147K	Sell	16,519 -7	-0%	-$65	0.01%	1088
2022 Q1	$156K	Sell	16,526 -546	-3%	-$5.28K	0.01%	1248
2021 Q4	$171K	Sell	17,072 -55	-0.3%	-$548	﹤0.01%	1293
2021 Q3	$170K	Buy	17,127 +1	+0%	+$10	0.01%	1265
2021 Q2	$171K	Buy	17,126 +6,649	+63%	+$66.6K	0.01%	1248
2021 Q1	$105K	Buy	+10,477	New	+$104K	﹤0.01%	1294

Other funds holding JHAA

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Advisors's JHAA Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2023, closing a stake of 10,372 shares — an estimated $95.5K sold.

B. Riley Wealth Advisors first reported a position in JHAA in Q1 2021 and held it in 9 quarters. The position peaked at $171K in Q4 2021. 29 funds tracked by Wall St. Rank hold JHAA as of Q2 2023.

B. Riley Wealth Advisors reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 10,372 Nuveen Corporate Income 2023 Target Term Fund shares in Q2 2023, an estimated $95.5K.
B. Riley Wealth Advisors first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q1 2021 and held it in 9 quarters.
B. Riley Wealth Advisors's Nuveen Corporate Income 2023 Target Term Fund position peaked at $171K in Q4 2021.
29 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.