Drive Wealth Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Drive Wealth Management’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 Q3	–	Sell	-26,668	Closed	-$123K	–	314
2023 Q2	$123K	Buy	26,668 +590	+2%	+$2.69K	0.05%	266
2023 Q1	$121K	Sell	26,078 -1,182	-4%	-$5.64K	0.05%	273
2022 Q4	$125K	Buy	+27,260	New	+$128K	0.06%	235

Other funds holding NSL

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Drive Wealth Management's NSL Position: Q3 2023 in Review

Drive Wealth Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 26,668 shares — an estimated $123K sold.

Drive Wealth Management first reported a position in NSL in Q4 2022 and held it in 3 quarters. The position peaked at $125K in Q4 2022. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

Drive Wealth Management reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
Drive Wealth Management sold 26,668 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $123K.
Drive Wealth Management first reported a position in NUVEEN SENIOR INCM FD in Q4 2022 and held it in 3 quarters.
Drive Wealth Management's NUVEEN SENIOR INCM FD position peaked at $125K in Q4 2022.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Drive Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.