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

IFG Advisory’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	-12,500	Closed	-$97.5K	–	545
2023 Q2	$97.5K	Hold	12,500	–	–	0.01%	317
2023 Q1	$100K	Buy	+12,500	New	+$103K	0.01%	501

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

IFG Advisory's JRO Position: Q3 2023 in Review

IFG Advisory sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 12,500 shares — an estimated $97.5K sold.

IFG Advisory first reported a position in JRO in Q1 2023 and held it in 2 quarters. The position peaked at $100K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

IFG Advisory reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
IFG Advisory sold 12,500 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $97.5K.
IFG Advisory first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2023 and held it in 2 quarters.
IFG Advisory's Nuveen Floating Rate Income Opportunty Fund position peaked at $100K in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on IFG Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.