Future Financial Wealth Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Future Financial Wealth Management’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	-30,487	Closed	-$238K	–	115
2023 Q2	$238K	Hold	30,487	–	–	0.25%	91
2023 Q1	$248K	Buy	+30,487	New	+$251K	0.27%	89

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

Future Financial Wealth Management's JRO Position: Q3 2023 in Review

Future Financial Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 30,487 shares — an estimated $238K sold.

Future Financial Wealth Management first reported a position in JRO in Q1 2023 and held it in 2 quarters. The position peaked at $248K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Future Financial Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Future Financial Wealth Management sold 30,487 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $238K.
Future Financial Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2023 and held it in 2 quarters.
Future Financial Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $248K in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Future Financial Wealth Management's 13F filing for Q3 2023, filed 20 Oct 2023.