Integrated Wealth Concepts LLC - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 61 filers reported holding NUVEEN PFD & INCOME TERM FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$1,693,917
-6.0%
98,655
-8.1%
0.03%
-3.2%
Q2 2023$1,801,973
+71124.2%
107,325
-25.2%
0.03%
-40.4%
Q1 2023$2,530
-4.5%
143,493
+0.7%
0.05%
-27.8%
Q4 2022$2,648
-99.9%
142,517
-2.5%
0.07%
-16.3%
Q3 2022$2,692,000
+3.8%
146,119
+8.3%
0.09%
+6.2%
Q2 2022$2,593,000
-12.2%
134,966
+0.6%
0.08%
-10.0%
Q1 2022$2,952,000
-12.8%
134,223
+2.6%
0.09%
-10.9%
Q4 2021$3,386,000
+254.2%
130,825
+239.4%
0.10%
+225.8%
Q3 2021$956,000
+62.3%
38,549
+66.8%
0.03%
+47.6%
Q2 2021$589,000
+11.8%
23,110
+9.7%
0.02%
-4.5%
Q1 2021$527,000
-5.0%
21,066
-6.6%
0.02%
-15.4%
Q4 2020$555,000
+10.1%
22,552
-1.6%
0.03%
-16.1%
Q3 2020$504,000
-2.7%
22,917
+0.2%
0.03%
-16.2%
Q2 2020$518,000
+10.2%
22,864
-11.5%
0.04%
-14.0%
Q1 2020$470,000
-10.1%
25,841
+27.5%
0.04%
-2.3%
Q4 2019$523,000
+3.4%
20,266
-0.9%
0.04%
-22.8%
Q3 2019$506,000
+16.6%
20,450
+11.0%
0.06%0.0%
Q2 2019$434,00018,4280.06%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q2 2019
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 59,693$1,415,0001.08%
ICM ASSET MANAGEMENT INC/WA 35,880$851,0000.90%
RFG Advisory, LLC 59,830$1,419,0000.53%
TRUSTCORE FINANCIAL SERVICES, LLC 51,100$1,212,0000.46%
E&G Advisors, LP 23,600$560,0000.24%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 101,415$2,405,0000.21%
DOLIVER ADVISORS, LP 17,472$414,0000.18%
WHITENER CAPITAL MANAGEMENT, INC. 9,440$223,0000.17%
Shaker Financial Services, LLC 10,970$260,0000.13%
Curi RMB Capital, LLC 143,690$3,407,0000.09%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders