Spire Wealth Management’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Spire Wealth Management’s Portfolio NEV Stock Details NEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,571	Closed	-$112K	–	2883
2022 Q1	$112K	Sell	8,571 -3,755	-30%	-$52.6K	﹤0.01%	1126
2021 Q4	$193K	Buy	12,326 +1,000	+9%	+$15.5K	﹤0.01%	1110
2021 Q3	$179K	Hold	11,326	–	–	﹤0.01%	966
2021 Q2	$197K	Buy	11,326 +3,055	+37%	+$50.8K	0.01%	950
2021 Q1	$139K	Buy	+8,271	New	+$133K	﹤0.01%	1236

Other funds holding NEV

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's NEV Position: Q2 2022 in Review

Spire Wealth Management sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2022, closing a stake of 8,571 shares — an estimated $112K sold.

Spire Wealth Management first reported a position in NEV in Q1 2021 and held it in 5 quarters. The position peaked at $197K in Q2 2021. 2 funds tracked by Wall St. Rank hold NEV as of Q2 2022.

Spire Wealth Management reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 8,571 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2022, an estimated $112K.
Spire Wealth Management first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $197K in Q2 2021.
2 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.