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

Mission 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	-134,200	Closed	-$1.05M	–	585
2023 Q2	$1.05M	Sell	134,200 -1,000	-0.7%	-$7.78K	0.04%	205
2023 Q1	$1.08M	Buy	+135,200	New	+$1.11M	0.05%	204

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

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

Mission Wealth Management sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 134,200 shares — an estimated $1.05M sold.

Mission Wealth Management first reported a position in JRO in Q1 2023 and held it in 2 quarters. The position peaked at $1.08M in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Mission Wealth Management reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Mission Wealth Management sold 134,200 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $1.05M.
Mission Wealth Management first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q1 2023 and held it in 2 quarters.
Mission Wealth Management's Nuveen Floating Rate Income Opportunty Fund position peaked at $1.08M in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Mission Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.