Spire Wealth Management’s Nuveen Pennsylvania Quality Municipal Income Fund NQP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-941	Closed	-$11.9K	–	2502
2024 Q3	$11.9K	Buy	941 +17	+2%	+$212	﹤0.01%	1591
2024 Q2	$11.3K	Sell	924 -4,989	-84%	-$58.7K	﹤0.01%	1605
2024 Q1	$69.9K	Buy	5,913 +5	+0.1%	+$58	﹤0.01%	1107
2023 Q4	$67.8K	Buy	5,908 +8	+0.1%	+$85	﹤0.01%	1107
2023 Q3	$60K	Hold	5,900	–	–	﹤0.01%	1106
2023 Q2	$66.3K	Hold	5,900	–	–	﹤0.01%	1098
2023 Q1	$67.4K	Hold	5,900	–	–	﹤0.01%	1076
2022 Q4	$66K	Hold	5,900	–	–	﹤0.01%	890
2022 Q3	$65K	Sell	5,900 -9,664	-62%	-$117K	﹤0.01%	861
2022 Q2	$190K	Hold	15,564	–	–	0.01%	788
2022 Q1	$210K	Hold	15,564	–	–	0.01%	873
2021 Q4	$232K	Hold	15,564	–	–	0.01%	1031
2021 Q3	$230K	Hold	15,564	–	–	0.01%	864
2021 Q2	$235K	Sell	15,564 -5	-0%	-$73	0.01%	878
2021 Q1	$224K	Buy	+15,569	New	+$222K	0.01%	1015

Other funds holding NQP

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

Spire Wealth Management's NQP Position: Q4 2024 in Review

Spire Wealth Management sold out of Nuveen Pennsylvania Quality Municipal Income Fund (NQP) in Q4 2024, closing a stake of 941 shares — an estimated $11.9K sold.

Spire Wealth Management first reported a position in NQP in Q1 2021 and held it in 15 quarters. The position peaked at $235K in Q2 2021. 68 funds tracked by Wall St. Rank hold NQP as of Q4 2024.

Spire Wealth Management reported no remaining Nuveen Pennsylvania Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 941 Nuveen Pennsylvania Quality Municipal Income Fund shares in Q4 2024, an estimated $11.9K.
Spire Wealth Management first reported a position in Nuveen Pennsylvania Quality Municipal Income Fund in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's Nuveen Pennsylvania Quality Municipal Income Fund position peaked at $235K in Q2 2021.
68 funds tracked by Wall St. Rank held Nuveen Pennsylvania Quality Municipal Income Fund as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.