Stratos Wealth Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Stratos Wealth Partners’s Portfolio NIQ Stock Details NIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,250	Closed	-$195K	–	1241
2023 Q1	$195K	Sell	15,250 -3,700	-20%	-$46.7K	0.01%	1042
2022 Q4	$237K	Buy	18,950 +700	+4%	+$8.62K	0.01%	985
2022 Q3	$218K	Sell	18,250 -32,275	-64%	-$416K	0.01%	996
2022 Q2	$643K	Sell	50,525 -14,950	-23%	-$194K	0.02%	639
2022 Q1	$888K	Buy	65,475 +5,175	+9%	+$73K	0.02%	594
2021 Q4	$889K	Buy	60,300 +24,000	+66%	+$355K	0.02%	589
2021 Q3	$533K	Buy	36,300 +11,000	+43%	+$164K	0.01%	719
2021 Q2	$379K	Buy	+25,300	New	+$372K	0.01%	873

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stratos Wealth Partners's NIQ Position: Q2 2023 in Review

Stratos Wealth Partners sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 15,250 shares — an estimated $195K sold.

Stratos Wealth Partners first reported a position in NIQ in Q2 2021 and held it in 8 quarters. The position peaked at $889K in Q4 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Stratos Wealth Partners reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Partners sold 15,250 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $195K.
Stratos Wealth Partners first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2021 and held it in 8 quarters.
Stratos Wealth Partners's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $889K in Q4 2021.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Stratos Wealth Partners's 13F filing for Q2 2023, filed 18 Jul 2023.