PWA
JHAA

Pinnacle Wealth Advisors’s Nuveen Corporate Income 2023 Target Term Fund JHAA Stock Holding History

Pinnacle Wealth Advisors’s Portfolio JHAA Stock Details JHAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$110K Buy
+11,000
New +$110K ﹤0.01% 367

Other funds holding JHAA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinnacle Wealth Advisors's JHAA Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Nuveen Corporate Income 2023 Target Term Fund (JHAA) in Q2 2021: 11,000 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings.

16 funds tracked by Wall St. Rank hold JHAA as of Q2 2021.

  • Pinnacle Wealth Advisors held 11,000 shares of Nuveen Corporate Income 2023 Target Term Fund worth $110K as of Q2 2021.
  • Nuveen Corporate Income 2023 Target Term Fund was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Nuveen Corporate Income 2023 Target Term Fund made up ﹤0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #367 holding.
  • 16 funds tracked by Wall St. Rank held Nuveen Corporate Income 2023 Target Term Fund as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.