FAG
JRO

Fortitude Advisory Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-2,056
Closed -$21K – 1459
2022
Q1 		$21K Hold
2,056
– – 0.01% 823
2021
Q4 		$21K Buy
+2,056
New +$20.6K 0.01% 837

Other funds holding JRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fortitude Advisory Group's JRO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q2 2022, closing a stake of 2,056 shares — an estimated $21K sold.

Fortitude Advisory Group first reported a position in JRO in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q1 2022. 80 funds tracked by Wall St. Rank hold JRO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,056 Nuveen Floating Rate Income Opportunty Fund shares in Q2 2022, an estimated $21K.
  • Fortitude Advisory Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $21K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.