Farther Finance Advisors’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Farther Finance Advisors’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	-38,820	Closed	-$303K	–	2738
2023 Q2	$303K	Sell	38,820 -3,084	-7%	-$24K	0.07%	245
2023 Q1	$336K	Buy	41,904 +13,750	+49%	+$113K	0.1%	186
2022 Q4	$220K	Buy	+28,154	New	+$227K	0.09%	211

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

Farther Finance Advisors's JRO Position: Q3 2023 in Review

Farther Finance Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 38,820 shares — an estimated $303K sold.

Farther Finance Advisors first reported a position in JRO in Q4 2022 and held it in 3 quarters. The position peaked at $336K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Farther Finance Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Farther Finance Advisors sold 38,820 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $303K.
Farther Finance Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2022 and held it in 3 quarters.
Farther Finance Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $336K in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Farther Finance Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.