Koshinski Asset Management’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Koshinski Asset 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	-12,553	Closed	-$97.9K	–	637
2023 Q2	$97.9K	Buy	+12,553	New	+$97.6K	0.01%	591
2023 Q1	–	Sell	-12,553	Closed	-$98K	–	646
2022 Q4	$98K	Sell	12,553 -2,200	-15%	-$17.7K	0.01%	596
2022 Q3	$119K	Buy	14,753 +2,600	+21%	+$22.1K	0.01%	528
2022 Q2	$99K	Hold	12,153	–	–	0.01%	583
2022 Q1	$123K	Hold	12,153	–	–	0.01%	754
2021 Q4	$123K	Buy	12,153 +100	+0.8%	+$1K	0.01%	779
2021 Q3	$120K	Hold	12,053	–	–	0.01%	772
2021 Q2	$118K	Hold	12,053	–	–	0.01%	541
2021 Q1	$115K	Hold	12,053	–	–	0.01%	579
2020 Q4	$104K	Hold	12,053	–	–	0.01%	530
2020 Q3	$100	Hold	12,053	–	–	0.01%	499
2020 Q2	$95K	Hold	12,053	–	–	0.02%	479
2020 Q1	$90K	Buy	12,053 +1,500	+14%	+$13.7K	0.02%	442
2019 Q4	$105K	Buy	+10,553	New	+$101K	0.02%	499
2019 Q2	–	Sell	-10,390	Closed	-$15.6K	–	406
2019 Q1	$15.6K	Buy	+10,390	New	+$102K	4.18%	1
2018 Q4	–	Sell	-10,162	Closed	-$105K	–	564
2018 Q3	$105K	Buy	+10,162	New	+$104K	0.01%	514

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

Koshinski Asset Management's JRO Position: Q3 2023 in Review

Koshinski Asset Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 12,553 shares — an estimated $97.9K sold.

Koshinski Asset Management first reported a position in JRO in Q3 2018 and held it in 16 quarters. The position peaked at $123K in Q1 2022. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Koshinski Asset Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Koshinski Asset Management sold 12,553 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $97.9K.
Koshinski Asset Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q3 2018 and held it in 16 quarters.
Koshinski Asset Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $123K in Q1 2022.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Koshinski Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.