SWM
JSD

Spire Wealth Management’s NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND JSD Stock Holding History

Spire Wealth Management’s Portfolio JSD Stock Details JSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,976
Closed -$59K – 3015
2021
Q4 		$59K Buy
+3,976
New +$59.6K ﹤0.01% 1640
2021
Q2 		– Sell
-3,976
Closed -$56K – 3129
2021
Q1 		$56K Buy
+3,976
New +$54.9K ﹤0.01% 1679

Other funds holding JSD

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's JSD Position: Q1 2022 in Review

Spire Wealth Management sold out of NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND (JSD) in Q1 2022, closing a stake of 3,976 shares — an estimated $59K sold.

Spire Wealth Management first reported a position in JSD in Q1 2021 and held it in 2 quarters. The position peaked at $59K in Q4 2021. 29 funds tracked by Wall St. Rank hold JSD as of Q1 2022.

  • Spire Wealth Management reported no remaining NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3,976 NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND shares in Q1 2022, an estimated $59K.
  • Spire Wealth Management first reported a position in NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND position peaked at $59K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held NUVEEN SHORT DURATION CREDIT OPPORTUNITIES FUND as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.