Spire Wealth Management’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,663	Closed	-$21K	–	2748
2022 Q2	$21K	Sell	1,663 -3,326	-67%	-$42.9K	﹤0.01%	1665
2022 Q1	$69K	Hold	4,989	–	–	﹤0.01%	1325
2021 Q4	$80K	Hold	4,989	–	–	﹤0.01%	1509
2021 Q3	$79K	Hold	4,989	–	–	﹤0.01%	1284
2021 Q2	$82K	Hold	4,989	–	–	﹤0.01%	1272
2021 Q1	$78K	Buy	+4,989	New	+$77.5K	﹤0.01%	1508

Other funds holding NUO

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

RCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spire Wealth Management's NUO Position: Q3 2022 in Review

Spire Wealth Management sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q3 2022, closing a stake of 1,663 shares — an estimated $21K sold.

Spire Wealth Management first reported a position in NUO in Q1 2021 and held it in 6 quarters. The position peaked at $82K in Q2 2021. 56 funds tracked by Wall St. Rank hold NUO as of Q3 2022.

Spire Wealth Management reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,663 Nuveen Ohio Quality Municipal Income Fund shares in Q3 2022, an estimated $21K.
Spire Wealth Management first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Nuveen Ohio Quality Municipal Income Fund position peaked at $82K in Q2 2021.
56 funds tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.