SignalPoint Asset Management, LLC - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 70 filers reported holding NUVEEN PFD & INCOME TERM FD in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SignalPoint Asset Management, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q2 2015$234,0000.0%10,0000.0%0.10%0.0%
Q1 2015$234,000
+4.5%
10,0000.0%0.10%
-4.0%
Q4 2014$224,000
-2.2%
10,0000.0%0.10%
-9.0%
Q3 2014$229,000
-2.6%
10,0000.0%0.11%
+5.7%
Q2 2014$235,000
+3.1%
10,0000.0%0.10%
-0.9%
Q1 2014$228,00010,0000.11%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q2 2024
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 470,125$11,758,0002.22%
Wagner Wealth Management, LLC 25,380$635,0000.50%
E&G Advisors, LP 52,325$1,309,0000.38%
SIT INVESTMENT ASSOCIATES INC 367,287$9,186,0000.24%
Physician Wealth Advisors, Inc. 24,500$613,0000.20%
ROCKY MOUNTAIN ADVISERS, LLC 5,500$138,0000.20%
Chicago Partners Investment Group LLC 85,904$2,179,0000.18%
IHT Wealth Management, LLC 98,490$2,463,0000.18%
GILL CAPITAL PARTNERS, LLC 11,870$297,0000.15%
Hennion & Walsh Asset Management, Inc. 85,779$2,145,0000.13%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders