| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 18 | +66.67% | +1.93% | +2.94% | -1.01% | -0.62% | — |
| 14d | 18 | +55.56% | +2.34% | +3.48% | -1.14% | -1.17% | — |
| 30d | 18 | +66.67% | +4.60% | +6.05% | -1.45% | -0.23% | — |
| 60d | 18 | +72.22% | +7.41% | +10.62% | -3.20% | -3.28% | — |
| 90d | 18 | +66.67% | +7.76% | +13.30% | -5.55% | -4.74% | — |
| 180d | 18 | +72.22% | +10.75% | +18.44% | -7.68% | -8.22% | — |
| 1y | 18(2 pending) | +81.25% | +14.44% | +32.55% | -18.11% | -21.83% | — |
| 2y | 18(6 pending) | +83.33% | +15.45% | +58.63% | -43.18% | -42.89% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| JRI NUVEEN REAL ASSET INCOME & GROWTH FUND | SALE Vice President | 1,000 | $12.40 | $12.4K | 0 | Mar 16, 2026 | Mar 18, 2026 ↗ | View → |
| JRI NUVEEN REAL ASSET INCOME & GROWTH FUND | PURCHASE Vice President | 750 | $12.40 | $9.3K | 1,750 | Mar 16, 2026 | Mar 18, 2026 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | PURCHASE Vice President | 800 | $10.82 | $8.7K | 1,800 | Sep 11, 2025 | Sep 12, 2025 ↗ | View → |
| NEA NUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND | SALE Vice President | 400 | $11.35 | $4.5K | 0 | Sep 10, 2025 | Sep 11, 2025 ↗ | View → |
| JPC NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | SALE Vice President and Treasurer | 869 | $7.79 | $6.8K | 2,500.928 | May 5, 2025 | May 6, 2025 ↗ | View → |
| NPFD NUVEEN VARIABLE RATE PREFERRED & INCOME FUND | PURCHASE Vice President and Treasurer | 500 | $18.69 | $9.3K | 500 | May 5, 2025 | May 6, 2025 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | PURCHASE Vice President & Treasurer | 1,000 | $10.20 | $10.2K | 1,000 | May 5, 2025 | May 6, 2025 ↗ | View → |
| JLS NUVEEN MORTGAGE & INCOME FUND/MA/ | PURCHASE Vice President and Treasurer | 800 | $18.19 | $14.5K | 1,228 | May 5, 2025 | May 6, 2025 ↗ | View → |
| JQC NUVEEN CREDIT STRATEGIES INCOME FUND | PURCHASE Vice President and Treasurer | 2,400 | $5.09 | $12.2K | 4,400 | May 5, 2025 | May 6, 2025 ↗ | View → |
| JQC NUVEEN CREDIT STRATEGIES INCOME FUND | SALE Vice President and Treasurer | 2,000 | — | — | 0 | May 5, 2025 | May 6, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President and Treasurer | 454 | $8.20 | $3.7K | 768 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE Vice President and Treasurer | 305 | — | — | 0 | Feb 25, 2025 | Feb 27, 2025 ↗ | View → |
| NAD NUVEEN QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President and Treasurer | 1,000 | $11.19 | $11.2K | 1,000 | Apr 5, 2024 | Apr 5, 2024 ↗ | View → |
| JRI NUVEEN REAL ASSET INCOME & GROWTH FUND | PURCHASE Vice President and Treasurer | 1,000 | $11.60 | $11.6K | 1,000 | Apr 4, 2024 | Apr 4, 2024 ↗ | View → |
| NRK NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | PURCHASE Vice President and Treasurer | 1,000 | $9.31 | $9.3K | 1,000 | Nov 10, 2023 | Nov 10, 2023 ↗ | View → |
| NVG NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | PURCHASE Vice President and Treasurer | 1,000 | $10.76 | $10.8K | 2,500 | Nov 10, 2023 | Nov 10, 2023 ↗ | View → |
| JPC NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | PURCHASE Vice President and Treasurer | 2,500 | $6.23 | $15.6K | 3,369.928 | Nov 10, 2023 | Nov 10, 2023 ↗ | View → |
| NAD NUVEEN QUALITY MUNICIPAL INCOME FUND | SALE Vice President and Treasurer | 802 | $9.62 | $7.7K | 0 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| NVG NUVEEN AMT-FREE MUNICIPAL CREDIT INCOME FUND | PURCHASE Vice President and Treasurer | 1,500 | $9.82 | $14.7K | 1,500 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| NMZ NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | PURCHASE Vice President and Treasurer | 1,100 | $8.33 | $9.2K | 1,100 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| JQC NUVEEN CREDIT STRATEGIES INCOME FUND | PURCHASE Vice President and Treasurer | 2,000 | $4.88 | $9.8K | 2,000 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | SALE Vice President and Treasurer | 1,406 | $7.67 | $10.8K | 314 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| JLS NUVEEN MORTGAGE & INCOME FUND/MA/ | PURCHASE Vice President and Treasurer | 215 | $16.03 | $3.4K | 215 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| JLS NUVEEN MORTGAGE & INCOME FUND/MA/ | PURCHASE Vice President and Treasurer | 213 | $16.05 | $3.4K | 428 | Oct 26, 2023 | Oct 26, 2023 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President and Treasurer | 520 | — | — | 520 | Jul 31, 2023 | Aug 2, 2023 ↗ | View → |
| JFR NUVEEN FLOATING RATE INCOME FUND | PURCHASE Vice President and Treasurer | 450 | — | — | 970 | Jul 31, 2023 | Aug 2, 2023 ↗ | View → |