Magnus Financial Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Magnus Financial Group’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,739	Closed	-$180K	–	293
2022 Q4	$180K	Hold	13,739	–	–	0.03%	251
2022 Q3	$170K	Hold	13,739	–	–	0.03%	241
2022 Q2	$179K	Hold	13,739	–	–	0.03%	262
2022 Q1	$190K	Hold	13,739	–	–	0.03%	277
2021 Q4	$205K	Hold	13,739	–	–	0.04%	246
2021 Q3	$202K	Hold	13,739	–	–	0.04%	233
2021 Q2	$206K	Hold	13,739	–	–	0.04%	232
2021 Q1	$196K	Hold	13,739	–	–	0.05%	220
2020 Q4	$191K	Hold	13,739	–	–	0.02%	317
2020 Q3	$184K	Hold	13,739	–	–	0.02%	272
2020 Q2	$181K	Sell	13,739 -9,200	-40%	-$118K	0.02%	596
2020 Q1	$298K	Buy	+22,939	New	+$315K	0.04%	283

Other funds holding NID

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return