AWA
NSL

Arete Wealth Advisors’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Arete Wealth Advisors’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,000
Closed -$232K – 726
2022
Q4 		$232K Buy
+2,000
New +$9.41K 0.02% 523

Other funds holding NSL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Arete Wealth Advisors's NSL Position: Q1 2023 in Review

Arete Wealth Advisors sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2023, closing a stake of 2,000 shares — an estimated $232K sold.

Arete Wealth Advisors first reported a position in NSL in Q4 2022 and held it in 1 quarter. The position peaked at $232K in Q4 2022. 75 funds tracked by Wall St. Rank hold NSL as of Q1 2023.

  • Arete Wealth Advisors reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,000 NUVEEN SENIOR INCM FD shares in Q1 2023, an estimated $232K.
  • Arete Wealth Advisors first reported a position in NUVEEN SENIOR INCM FD in Q4 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's NUVEEN SENIOR INCM FD position peaked at $232K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2023.

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