Creative Planning - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 68 filers reported holding NUVEEN PFD & INCOME TERM FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$611,750
+12135.0%
35,629
+17714.5%
0.00%
Q2 2017$5,000
-70.6%
200
-72.2%
0.00%
Q1 2017$17,000
-82.8%
720
-82.1%
0.00%
-100.0%
Q3 2016$99,0004,0230.00%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 530,783$13,062,0002.64%
Wagner Wealth Management, LLC 25,380$625,0000.59%
E&G Advisors, LP 52,325$1,288,0000.40%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 142,142$3,498,0000.24%
IHT Wealth Management, LLC 111,954$2,755,0000.23%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$135,0000.22%
Physician Wealth Advisors, Inc. 24,500$594,0000.20%
Chicago Partners Investment Group LLC 83,138$2,004,0000.19%
GILL CAPITAL PARTNERS, LLC 11,870$292,0000.17%
SIT INVESTMENT ASSOCIATES INC 260,180$6,403,0000.17%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders