Skip to main content

Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

JRO holding history

Nuveen Floating Rate Income Opportunity Fund in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JRO overviewAll 13F holders of JROFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of JRO by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,729−100.0%Sold outHolders
Q2 20232,729$21.3K<0.1%−410−13.1%ReducedHolders
Q1 20233,139$25.2K<0.1%−92−2.8%ReducedHolders
Q4 20223,231$25.2K<0.1%−342−9.6%ReducedHolders
Q3 20223,573$29.0K<0.1%00.0%UnchangedHolders
Q2 20223,573$29.0K<0.1%−291−7.5%ReducedHolders
Q1 20223,864$39.0K<0.1%−145−3.6%ReducedHolders
Q4 20214,009$41.0K<0.1%−89−2.2%ReducedHolders
Q3 20214,098$41.0K<0.1%−84−2.0%ReducedHolders
Q2 20214,182$41.0K<0.1%−546,709−99.2%ReducedHolders
Q1 2021550,891$5.26M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.