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 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 $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwest Financial Advisors's NPV Position: Q1 2026 in Review

Northwest Financial Advisors increased its Nuveen Virginia Quality Municipal Income Fund (NPV) stake by 3% in Q1 2026, buying an estimated $16.1K and bringing the position to 48,417 shares worth $549K. The position accounts for 1.06% of the portfolio, ranked #24.

Northwest Financial Advisors first reported a position in NPV in Q4 2023 and has held it in 10 quarters since. The position peaked at $652K in Q3 2024. 37 funds tracked by Wall St. Rank hold NPV as of Q1 2026.

Northwest Financial Advisors held 48,417 shares of Nuveen Virginia Quality Municipal Income Fund worth $549K as of Q1 2026.
Northwest Financial Advisors bought 1,411 Nuveen Virginia Quality Municipal Income Fund shares in Q1 2026, an estimated $16.1K.
Nuveen Virginia Quality Municipal Income Fund made up 1.06% of Northwest Financial Advisors's portfolio in Q1 2026, its #24 holding.
Northwest Financial Advisors first reported a position in Nuveen Virginia Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's Nuveen Virginia Quality Municipal Income Fund position peaked at $652K in Q3 2024.
37 funds tracked by Wall St. Rank held Nuveen Virginia Quality Municipal Income Fund as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.