Atria Wealth Solutions’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Atria Wealth Solutions’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,428	Closed	-$256K	–	1754
2025 Q1	$256K	Sell	21,428 -1,523	-7%	-$19K	﹤0.01%	1574
2024 Q4	$290K	Buy	22,951 +2,200	+11%	+$28.8K	﹤0.01%	1572
2024 Q3	$270K	Buy	20,751 +363	+2%	+$4.33K	﹤0.01%	1577
2024 Q2	$234K	Buy	20,388 +244	+1%	+$2.64K	﹤0.01%	1661
2024 Q1	$223K	Buy	20,144 +128	+0.6%	+$1.4K	﹤0.01%	1756
2023 Q4	$216K	Buy	20,016 +1,812	+10%	+$18K	﹤0.01%	1730
2023 Q3	$173K	Buy	18,204 +1,054	+6%	+$11.1K	﹤0.01%	1733
2023 Q2	$185K	Buy	17,150 +160	+0.9%	+$1.77K	﹤0.01%	1719
2023 Q1	$194K	Buy	16,990 +102	+0.6%	+$1.19K	﹤0.01%	1685
2022 Q4	$188K	Buy	16,888 +255	+2%	+$2.97K	﹤0.01%	1628
2022 Q3	$206K	Buy	16,633 +187	+1%	+$2.51K	﹤0.01%	1536
2022 Q2	$203K	Buy	16,446 +184	+1%	+$2.31K	﹤0.01%	1458
2022 Q1	$231K	Buy	+16,262	New	+$237K	﹤0.01%	1486

Other funds holding NPV

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's NPV Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen Virginia Quality Municipal Income Fund (NPV) in Q2 2025, closing a stake of 21,428 shares — an estimated $256K sold.

Atria Wealth Solutions first reported a position in NPV in Q1 2022 and held it in 13 quarters. The position peaked at $290K in Q4 2024. 39 funds tracked by Wall St. Rank hold NPV as of Q2 2025.

Atria Wealth Solutions reported no remaining Nuveen Virginia Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 21,428 Nuveen Virginia Quality Municipal Income Fund shares in Q2 2025, an estimated $256K.
Atria Wealth Solutions first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's Nuveen Virginia Quality Municipal Income Fund position peaked at $290K in Q4 2024.
39 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.