NUVEEN PFD & INCOME OPPORTUN
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 17,191 | 29,583 | +12,392 | 0.08 | 0.12 | +0.04 | buy |
| J. L. Bainbridge & Co., Inc. | 21,629 | 30,571 | +8,942 | 0.01 | 0.02 | +0.00 | buy |
| LifeSteps Financial, Inc. | 11,520 | 12,320 | +800 | 0.06 | 0.05 | -0.01 | buy |
| Realta Investment Advisors | 15,908 | 16,295 | +387 | 0.04 | 0.04 | -0.00 | buy |
| Certified Advisory Corp | 11,451 | 11,661 | +210 | 0.01 | 0.01 | -0.00 | buy |
| 180 WEALTH ADVISORS, LLC | 12,863 | 12,897 | +34 | 0.01 | 0.01 | -0.00 | buy |
| Shulman DeMeo Asset Management LLC | 77,701 | 77,280 | -421 | 0.12 | 0.11 | -0.01 | sell |
| Hennion & Walsh Asset Management, Inc. | 326,333 | 141,288 | -185,045 | 0.08 | 0.03 | -0.05 | sell |