Atlas Wealth LLC - 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
Atlas Wealth LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2023$8,033,242
+19.8%
467,865
+18.3%
1.50%
+21.8%
Q2 2023$6,702,844
+39.1%
395,448
+44.7%
1.23%
+30.3%
Q1 2023$4,819,143
+303.4%
273,349
+325.1%
0.95%
+193.8%
Q4 2022$1,194,65764,2980.32%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q3 2023
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