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

Melfa 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	-12,666	Closed	-$98.8K	–	142
2023 Q2	$98.8K	Hold	12,666	–	–	0.1%	135
2023 Q1	$102K	Hold	12,666	–	–	0.1%	133
2022 Q4	$98.9K	Buy	+12,666	New	+$102K	0.1%	130

Other funds holding JRO

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

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

Melfa Wealth Management's JRO Position: Q3 2023 in Review

Melfa Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 12,666 shares — an estimated $98.8K sold.

Melfa Wealth Management first reported a position in JRO in Q4 2022 and held it in 3 quarters. The position peaked at $102K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Melfa Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Melfa Wealth Management sold 12,666 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $98.8K.
Melfa Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2022 and held it in 3 quarters.
Melfa Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $102K in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Melfa Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.