Accel Wealth Management Nuveen Floating Rate Income Opportunity Fund Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	BUY	$7.6 - $8.63 $152 - $172	20 Added 1.74%	1,170 $9,000
Q4 2022 Jan 26, 2023	BUY	$7.76 - $8.4 $139 - $151	18 Added 1.59%	1,150 $0
Q3 2022 Oct 12, 2022	BUY	$7.98 - $8.93 $119 - $133	15 Added 1.34%	1,132 $9,000
Q2 2022 Aug 03, 2022	BUY	$8.08 - $10.36 $105 - $134	13 Added 1.18%	1,117 $9,000
Q1 2022 Apr 29, 2022	BUY	$9.38 - $10.46 $103 - $115	11 Added 1.01%	1,104 $11,000
Q4 2021 Jan 18, 2022	BUY	$9.89 - $10.13 $138 - $141	14 Added 1.3%	1,093 $11,000
Q3 2021 Nov 04, 2021	BUY	$9.46 - $10.02 $4,493 - $4,759	475 Added 78.64%	1,079 $11,000
Q2 2021 Aug 03, 2021	BUY	$9.39 - $9.76 $103 - $107	11 Added 1.85%	604 $6,000
Q1 2021 May 10, 2021	BUY	$8.65 - $9.61 $51 - $57	6 Added 1.02%	593 $6,000
Q4 2020 Jan 27, 2021	BUY	$7.84 - $8.72 $4,602 - $5,118	587 New	587 $5,000

Others Institutions Holding JRO

# of Institutions

7

Shares Held

446K

Call Options Held

0

Put Options Held

0

About Nuveen Floating Rate Income Opportunity Fund

Ticker JRO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Floating Rate Income Opportunity Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Symphony Asset Management LLC. It invests in fixed income markets of the United States. The fund invests in adjustable rate loans, primarily in senior loans. It benchm...

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