CA
NUO

CoreCap Advisors’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

CoreCap Advisors’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$27.3K Buy
+2,149
New +$26.3K ﹤0.01% 1188
2022
Q3 		– Sell
-2,149
Closed -$27K – 2359
2022
Q2 		$27K Buy
+2,149
New +$27.7K ﹤0.01% 1148
2022
Q1 		– Sell
-2,149
Closed -$34K – 2370
2021
Q4 		$34K Buy
+2,149
New +$34.5K ﹤0.01% 1137

Other funds holding NUO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return
BC
Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CoreCap Advisors's NUO Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Nuveen Ohio Quality Municipal Income Fund (NUO) in Q4 2022: 2,149 shares worth $27.3K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in NUO as recently as Q2 2022.

CoreCap Advisors first reported a position in NUO in Q4 2021 and has held it in 3 quarters since. The position peaked at $34K in Q4 2021. 54 funds tracked by Wall St. Rank hold NUO as of Q4 2022.

  • CoreCap Advisors held 2,149 shares of Nuveen Ohio Quality Municipal Income Fund worth $27.3K as of Q4 2022.
  • Nuveen Ohio Quality Municipal Income Fund was a new CoreCap Advisors position in Q4 2022.
  • Nuveen Ohio Quality Municipal Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1188 holding.
  • CoreCap Advisors first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q4 2021 and has held it in 3 quarters since.
  • CoreCap Advisors's Nuveen Ohio Quality Municipal Income Fund position peaked at $34K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.