Wealth Alliance Advisory Group’s Nuveen Floating Rate Income Opportunty Fund JRO Stock Holding History

Wealth Alliance Advisory Group’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	-12,412	Closed	-$96.8K	–	190
2023 Q2	$96.8K	Hold	12,412	–	–	0.03%	165
2023 Q1	$99.5K	Hold	12,412	–	–	0.04%	158
2022 Q4	$96.9K	Buy	+12,412	New	+$100K	0.04%	159

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

Wealth Alliance Advisory Group's JRO Position: Q3 2023 in Review

Wealth Alliance Advisory Group sold out of Nuveen Floating Rate Income Opportunty Fund (JRO) in Q3 2023, closing a stake of 12,412 shares — an estimated $96.8K sold.

Wealth Alliance Advisory Group first reported a position in JRO in Q4 2022 and held it in 3 quarters. The position peaked at $99.5K in Q1 2023. 2 funds tracked by Wall St. Rank hold JRO as of Q3 2023.

Wealth Alliance Advisory Group reported no remaining Nuveen Floating Rate Income Opportunty Fund position as of Q3 2023 after selling out during the quarter.
Wealth Alliance Advisory Group sold 12,412 Nuveen Floating Rate Income Opportunty Fund shares in Q3 2023, an estimated $96.8K.
Wealth Alliance Advisory Group first reported a position in Nuveen Floating Rate Income Opportunty Fund in Q4 2022 and held it in 3 quarters.
Wealth Alliance Advisory Group's Nuveen Floating Rate Income Opportunty Fund position peaked at $99.5K in Q1 2023.
2 funds tracked by Wall St. Rank held Nuveen Floating Rate Income Opportunty Fund as of Q3 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.