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

B. Riley Wealth Management’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
2022 Q2	–	Sell	-13,337	Closed	-$126K	–	822
2022 Q1	$126K	Hold	13,337	–	–	0.01%	588
2021 Q4	$133K	Sell	13,337 -1,615	-11%	-$16.1K	0.01%	618
2021 Q3	$148K	Hold	14,952	–	–	0.01%	593
2021 Q2	$149K	Hold	14,952	–	–	0.02%	399
2021 Q1	$149K	Hold	14,952	–	–	0.02%	403
2020 Q4	$143K	Hold	14,952	–	–	0.02%	352
2020 Q3	$141K	Hold	14,952	–	–	0.02%	385
2020 Q2	$139K	Hold	14,952	–	–	0.02%	388
2020 Q1	$124K	Buy	+14,952	New	+$151K	0.01%	472

Other funds holding JHAA

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

GKWIM

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

RCM

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

SIA

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Management's JHAA Position: Q2 2022 in Review

B. Riley Wealth Management sold out of Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2022, closing a stake of 13,337 shares — an estimated $126K sold.

B. Riley Wealth Management first reported a position in JHAA in Q1 2020 and held it in 9 quarters. The position peaked at $149K in Q2 2021. 21 funds tracked by Wall St. Rank hold JHAA as of Q2 2022.

B. Riley Wealth Management reported no remaining Nuveen Corporate Income 2023 Target Term Fund position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 13,337 Nuveen Corporate Income 2023 Target Term Fund shares in Q2 2022, an estimated $126K.
B. Riley Wealth Management first reported a position in Nuveen Corporate Income 2023 Target Term Fund in Q1 2020 and held it in 9 quarters.
B. Riley Wealth Management's Nuveen Corporate Income 2023 Target Term Fund position peaked at $149K in Q2 2021.
21 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.