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

Integrated Advisors Network’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	-19,485	Closed	-$152K	–	710
2023 Q2	$152K	Buy	19,485 +6,485	+50%	+$50.4K	0.01%	636
2023 Q1	$104K	Buy	+13,000	New	+$107K	0.01%	643

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

Integrated Advisors Network's JRO Position: Q3 2023 in Review

Integrated Advisors Network sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 19,485 shares — an estimated $152K sold.

Integrated Advisors Network first reported a position in JRO in Q1 2023 and held it in 2 quarters. The position peaked at $152K in Q2 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Integrated Advisors Network reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Integrated Advisors Network sold 19,485 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $152K.
Integrated Advisors Network first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2023 and held it in 2 quarters.
Integrated Advisors Network's Nuveen Floating Rate Income Opportunty Fund position peaked at $152K in Q2 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Integrated Advisors Network's 13F filing for Q3 2023, filed 16 Nov 2023.