IWN
NSL

Independent Wealth Network’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Independent Wealth Network’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
-15,172
Closed -$69.5K – 214
2023
Q2 		$69.5K Sell
15,172
-1,930
-11% -$8.8K 0.04% 202
2023
Q1 		$78.8K Buy
17,102
+274
+2% +$1.31K 0.05% 192
2022
Q4 		$77.2K Buy
16,828
+2,523
+18% +$11.9K 0.05% 191
2022
Q3 		$67K Sell
14,305
-1,426
-9% -$7.03K 0.05% 171
2022
Q2 		$75K Buy
+15,731
New +$81.3K 0.05% 182

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

Independent Wealth Network's NSL Position: Q3 2023 in Review

Independent Wealth Network sold out of NUVEEN SENIOR INCM FD (NSL) in Q3 2023, closing a stake of 15,172 shares — an estimated $69.5K sold.

Independent Wealth Network first reported a position in NSL in Q2 2022 and held it in 5 quarters. The position peaked at $78.8K in Q1 2023. 2 funds tracked by Wall St. Rank hold NSL as of Q3 2023.

  • Independent Wealth Network reported no remaining NUVEEN SENIOR INCM FD position as of Q3 2023 after selling out during the quarter.
  • Independent Wealth Network sold 15,172 NUVEEN SENIOR INCM FD shares in Q3 2023, an estimated $69.5K.
  • Independent Wealth Network first reported a position in NUVEEN SENIOR INCM FD in Q2 2022 and held it in 5 quarters.
  • Independent Wealth Network's NUVEEN SENIOR INCM FD position peaked at $78.8K in Q1 2023.
  • 2 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q3 2023.

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