Physician Wealth Advisors, Inc. - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 62 filers reported holding NUVEEN PFD & INCOME TERM FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Physician Wealth Advisors, Inc. ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$257,326
-2.2%
15,5390.0%0.07%
+1.5%
Q2 2023$263,075
-0.6%
15,5390.0%0.06%
-5.8%
Q1 2023$264,785
-14.0%
15,5390.0%0.07%
-16.9%
Q4 2022$307,828
+6.5%
15,5390.0%0.08%
-6.7%
Q3 2022$289,000
-11.1%
15,5390.0%0.09%
-5.3%
Q2 2022$325,000
-36.6%
15,539
-36.6%
0.09%
-30.9%
Q1 2022$513,000
-18.3%
24,5000.0%0.14%
-17.6%
Q4 2021$628,000
+1.0%
24,5000.0%0.16%
-3.5%
Q3 2021$622,000
-2.0%
24,5000.0%0.17%
-6.0%
Q2 2021$635,000
+3.6%
24,5000.0%0.18%
-8.5%
Q1 2021$613,000
+3.2%
24,5000.0%0.20%
-1.5%
Q4 2020$594,000
+10.6%
24,5000.0%0.20%
-6.5%
Q3 2020$537,000
-2.9%
24,5000.0%0.22%
-3.1%
Q2 2020$553,00024,5000.22%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q4 2021
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