Geneos Wealth Management Inc. - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 66 filers reported holding NUVEEN PFD & INCOME TERM FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$46,582
+2.3%
2,7130.0%0.00%0.0%
Q2 2023$45,551
-4.8%
2,7130.0%0.00%
-33.3%
Q1 2023$47,830
-5.1%
2,7130.0%0.00%0.0%
Q4 2022$50,408
+2.9%
2,7130.0%0.00%0.0%
Q3 2022$49,000
-38.0%
2,713
-34.2%
0.00%
-25.0%
Q2 2022$79,000
-12.2%
4,1240.0%0.00%0.0%
Q1 2022$90,000
-18.9%
4,124
-4.2%
0.00%0.0%
Q4 2021$111,000
+56.3%
4,304
+51.2%
0.00%
+33.3%
Q3 2021$71,000
-1.4%
2,8460.0%0.00%0.0%
Q2 2021$72,0000.0%2,8460.0%0.00%
+50.0%
Q1 2021$72,000
+2.9%
2,8460.0%0.00%
-33.3%
Q4 2020$70,000
+12.9%
2,8460.0%0.00%0.0%
Q3 2020$62,0000.0%2,8460.0%0.00%0.0%
Q2 2020$62,000
+24.0%
2,8460.0%0.00%0.0%
Q1 2020$50,000
-28.6%
2,846
+2.8%
0.00%
-25.0%
Q4 2019$70,000
+9.4%
2,769
+7.0%
0.00%0.0%
Q3 2019$64,000
+4.9%
2,5890.0%0.00%0.0%
Q2 2019$61,000
+5.2%
2,5890.0%0.00%0.0%
Q1 2019$58,000
+11.5%
2,5890.0%0.00%0.0%
Q4 2018$52,000
-10.3%
2,5890.0%0.00%0.0%
Q3 2018$58,000
+544.4%
2,589
+547.2%
0.00%
+300.0%
Q1 2018$9,000
-76.9%
400
-74.7%
0.00%
-66.7%
Q4 2017$39,0000.0%1,5800.0%0.00%
-25.0%
Q3 2017$39,000
+2.6%
1,5800.0%0.00%0.0%
Q2 2017$38,000
+35.7%
1,580
+33.9%
0.00%
+33.3%
Q1 2017$28,0001,1800.00%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q4 2022
NameSharesValueWeighting ↓
Cornerstone Advisory, LLC 535,600$13,824,0002.86%
E&G Advisors, LP 51,725$1,335,0000.50%
20/20 Capital Management, Inc. 40,168$1,054,0000.42%
IHT Wealth Management, LLC 126,465$3,264,0000.39%
Shaker Financial Services, LLC 17,500$452,0000.21%
Arlington Capital Management, Inc. 12,681$327,0000.20%
ROBINSON CAPITAL MANAGEMENT, LLC 17,180$443,0000.16%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 76,824$1,983,0000.16%
Chicago Partners Investment Group LLC 42,088$1,077,0000.13%
TRUSTCORE FINANCIAL SERVICES, LLC 21,415$553,0000.10%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders