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

IFP 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 Q4	–	Sell	-57	Closed	-$449	–	3426
2023 Q3	$449	Hold	57	–	–	﹤0.01%	3117
2023 Q2	$445	Buy	+57	New	+$443	﹤0.01%	3214
2023 Q1	–	Sell	-1,758	Closed	-$19K	–	4696
2022 Q4	$19K	Sell	1,758 -2,457	-58%	-$19.8K	﹤0.01%	2952
2022 Q3	$45K	Buy	4,215 +38	+0.9%	+$322	﹤0.01%	2454
2022 Q2	$45K	Hold	4,177	–	–	﹤0.01%	2242
2022 Q1	$45K	Buy	+4,177	New	+$41.8K	﹤0.01%	2242
2019 Q1	$17K	Sell	1,725 -86	-5%	-$843	﹤0.01%	1417
2018 Q4	$16K	Buy	+1,811	New	+$17.8K	﹤0.01%	2278
2016 Q2	–	Sell	-1,725	Closed	-$17K	–	4310
2016 Q1	$17K	Buy	+1,725	New	+$16.1K	﹤0.01%	1417

Other funds holding JRO

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

IFP Advisors's JRO Position: Q4 2023 in Review

IFP Advisors sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q4 2023, closing a stake of 57 shares — an estimated $449 sold.

IFP Advisors first reported a position in JRO in Q1 2016 and held it in 9 quarters. The position peaked at $45K in Q3 2022. 0 funds tracked by Wall St. Rank hold JRO as of Q4 2023.

IFP Advisors reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q4 2023 after selling out during the quarter.
IFP Advisors sold 57 Nuveen Floating Rate Income Opportunty Fund shares in Q4 2023, an estimated $449.
IFP Advisors first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2016 and held it in 9 quarters.
IFP Advisors's Nuveen Floating Rate Income Opportunty Fund position peaked at $45K in Q3 2022.
0 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.