Fortitude Advisory Group’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Fortitude Advisory Group’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	-31,859	Closed	-$146K	–	223
2023 Q2	$146K	Buy	31,859 +1,077	+3%	+$4.91K	0.11%	198
2023 Q1	$142K	Hold	30,782	–	–	0.11%	210
2022 Q4	$141K	Hold	30,782	–	–	0.12%	204
2022 Q3	$144K	Hold	30,782	–	–	0.14%	186
2022 Q2	$147K	Hold	30,782	–	–	0.13%	186
2022 Q1	$175K	Hold	30,782	–	–	0.09%	223
2021 Q4	$182K	Buy	+30,782	New	+$183K	0.09%	219

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

Fortitude Advisory Group's NSL Position: Q3 2023 in Review

Fortitude Advisory Group sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 31,859 shares — an estimated $146K sold.

Fortitude Advisory Group first reported a position in NSL in Q4 2021 and held it in 7 quarters. The position peaked at $182K in Q4 2021. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

Fortitude Advisory Group reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
Fortitude Advisory Group sold 31,859 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $146K.
Fortitude Advisory Group first reported a position in NUVEEN SENIOR INCM FD in Q4 2021 and held it in 7 quarters.
Fortitude Advisory Group's NUVEEN SENIOR INCM FD position peaked at $182K in Q4 2021.
2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

Based on Fortitude Advisory Group's 13F filing for Q3 2023, filed 14 Nov 2023.