Altus Wealth Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Altus Wealth Group’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,025	Closed	-$184K	–	152
2022 Q4	$184K	Hold	14,025	–	–	0.14%	133
2022 Q3	$206K	Hold	14,025	–	–	0.2%	103
2022 Q2	$206K	Hold	14,025	–	–	0.2%	103
2022 Q1	$194K	Hold	14,025	–	–	0.16%	112
2021 Q4	$209K	Hold	14,025	–	–	0.17%	109
2021 Q3	$206K	Hold	14,025	–	–	0.2%	103
2021 Q2	$210K	Hold	14,025	–	–	0.21%	105
2021 Q1	$202K	Hold	14,025	–	–	0.2%	103
2020 Q4	$195K	Buy	+14,025	New	+$190K	0.19%	96

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Altus Wealth Group's NID Position: Q1 2023 in Review

Altus Wealth Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 14,025 shares — an estimated $184K sold.

Altus Wealth Group first reported a position in NID in Q4 2020 and held it in 9 quarters. The position peaked at $210K in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Altus Wealth Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Altus Wealth Group sold 14,025 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $184K.
Altus Wealth Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 9 quarters.
Altus Wealth Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $210K in Q2 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Altus Wealth Group's 13F filing for Q1 2023, filed 1 May 2023.