Northwest Financial Advisors’s Nuveen Virginia Quality Municipal Income Fund NPV Stock Holding History

Northwest Financial Advisors’s Portfolio NPV Stock Details NPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$594K	Buy	51,300 +2,883	+6%	+$33.1K	0.08%	37
2026 Q1	$549K	Buy	48,417 +1,411	+3%	+$16.1K	1.06%	24
2025 Q4	$520K	Buy	47,006 +2,713	+6%	+$30.7K	1.07%	27
2025 Q3	$514K	Sell	44,293 -1,511	-3%	-$17K	0.66%	40
2025 Q2	$516K	Buy	45,804 +4,346	+10%	+$48.7K	0.72%	41
2025 Q1	$495K	Sell	41,458 -8,859	-18%	-$110K	0.41%	62
2024 Q4	$637K	Buy	50,317 +257	+0.5%	+$3.37K	0.53%	48
2024 Q3	$652K	Buy	50,060 +189	+0.4%	+$2.25K	0.52%	43
2024 Q2	$574K	Buy	49,871 +9,704	+24%	+$105K	0.58%	45
2024 Q1	$445K	Buy	40,167 +11,377	+40%	+$124K	0.49%	53
2023 Q4	$310K	Buy	+28,790	New	+$287K	0.26%	64

Other funds holding NPV

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwest Financial Advisors's NPV Position: Q2 2026 in Review

Northwest Financial Advisors increased its Nuveen Virginia Quality Municipal Income Fund (NPV) stake by 6% in Q2 2026, buying an estimated $33.1K and bringing the position to 51,300 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #37.

Northwest Financial Advisors first reported a position in NPV in Q4 2023 and has held it in 11 quarters since. The position peaked at $652K in Q3 2024. 40 funds tracked by Wall St. Rank hold NPV as of Q2 2026.

Northwest Financial Advisors held 51,300 shares of Nuveen Virginia Quality Municipal Income Fund worth $594K as of Q2 2026.
Northwest Financial Advisors bought 2,883 Nuveen Virginia Quality Municipal Income Fund shares in Q2 2026, an estimated $33.1K.
Nuveen Virginia Quality Municipal Income Fund made up 0.08% of Northwest Financial Advisors's portfolio in Q2 2026, its #37 holding.
Northwest Financial Advisors first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Nuveen Virginia Quality Municipal Income Fund position peaked at $652K in Q3 2024.
40 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.