SWM
NSL

Spire Wealth Management’s NUVEEN SENIOR INCM FD NSL Stock Holding History

Spire Wealth Management’s Portfolio NSL Stock Details NSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,125
Closed -$60K – 2971
2021
Q4 		$60K Buy
+10,125
New +$60.2K ﹤0.01% 1630
2021
Q2 		– Sell
-10,125
Closed -$56K – 3064
2021
Q1 		$56K Buy
+10,125
New +$55.5K ﹤0.01% 1678

Other funds holding NSL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spire Wealth Management's NSL Position: Q1 2022 in Review

Spire Wealth Management sold out of NUVEEN SENIOR INCM FD (NSL) in Q1 2022, closing a stake of 10,125 shares — an estimated $60K sold.

Spire Wealth Management first reported a position in NSL in Q1 2021 and held it in 2 quarters. The position peaked at $60K in Q4 2021. 68 funds tracked by Wall St. Rank hold NSL as of Q1 2022.

  • Spire Wealth Management reported no remaining NUVEEN SENIOR INCM FD position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 10,125 NUVEEN SENIOR INCM FD shares in Q1 2022, an estimated $60K.
  • Spire Wealth Management first reported a position in NUVEEN SENIOR INCM FD in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's NUVEEN SENIOR INCM FD position peaked at $60K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held NUVEEN SENIOR INCM FD as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.