PIA
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Powell Investment Advisors’s Nuveen Taxable Municipal Income Fund NBB Stock Holding History

Powell Investment Advisors’s Portfolio NBB Stock Details NBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-32,227
Closed -$732K – 137
2021
Q4 		$732K Hold
32,227
– – 0.42% 33
2021
Q3 		$742K Hold
32,227
– – 0.46% 31
2021
Q2 		$757K Hold
32,227
– – 0.47% 30
2021
Q1 		$731K Hold
32,227
– – 0.48% 29
2020
Q4 		$765K Sell
32,227
-260
-0.8% -$5.86K 0.58% 24
2020
Q3 		$731K Hold
32,487
– – 0.63% 25
2020
Q2 		$701K Hold
32,487
– – 0.68% 24
2020
Q1 		$625K Hold
32,487
– – 0.76% 25
2019
Q4 		$710K Buy
+32,487
New +$706K 0.74% 26

Other funds holding NBB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.17B AUM 17.32% 1-Year Est. Return