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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Powell Investment Advisors's NBB Position: Q1 2022 in Review

Powell Investment Advisors sold out of Nuveen Taxable Municipal Income Fund (NBB) in Q1 2022, closing a stake of 32,227 shares — an estimated $732K sold.

Powell Investment Advisors first reported a position in NBB in Q4 2019 and held it in 9 quarters. The position peaked at $765K in Q4 2020. 69 funds tracked by Wall St. Rank hold NBB as of Q1 2022.

Powell Investment Advisors reported no remaining Nuveen Taxable Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Powell Investment Advisors sold 32,227 Nuveen Taxable Municipal Income Fund shares in Q1 2022, an estimated $732K.
Powell Investment Advisors first reported a position in Nuveen Taxable Municipal Income Fund in Q4 2019 and held it in 9 quarters.
Powell Investment Advisors's Nuveen Taxable Municipal Income Fund position peaked at $765K in Q4 2020.
69 funds tracked by Wall St. Rank held Nuveen Taxable Municipal Income Fund as of Q1 2022.

Based on Powell Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.