Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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WS
JRO
Wela Strategies’s
Nuveen Floating Rate Income Opportunty Fund
JRO
Stock Holding History
Wela Strategies’s Portfolio
JRO Stock Details
JRO Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
2021
Q4
$901K
Buy
2021
Q3
$886K
Sell
2021
Q2
$1.08M
Buy
2021
Q1
$1.03M
Sell
2020
Q4
$983K
Sell
2020
Q3
$969K
Buy
2020
Q2
$790K
Buy
2020
Q1
$712K
Buy
2019
Q4
$893K
Sell
2019
Q3
$857K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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