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USCWA
U.S. Capital Wealth Advisors’s
Nuveen Taxable Municipal Income Fund
NBB
Stock Holding History
U.S. Capital Wealth Advisors’s Portfolio
NBB Stock Details
NBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$244K
Hold
15,594
–
–
0.01%
886
2025
Q4
$246K
Hold
15,594
–
–
0.01%
863
2025
Q3
$253K
Sell
15,594
-500
-3%
-$7.93K
0.01%
818
2025
Q2
$255K
Hold
16,094
–
–
0.01%
769
2025
Q1
$258K
Hold
16,094
–
–
0.01%
745
2024
Q4
$241K
Hold
16,094
–
–
0.01%
731
2024
Q3
$267K
Sell
16,094
-7,250
-31%
-$118K
0.01%
610
2024
Q2
$362K
Hold
23,344
–
–
0.01%
526
2024
Q1
$358K
Sell
23,344
-6,350
-21%
-$99.6K
0.01%
528
2023
Q4
$469K
Hold
29,694
–
–
0.02%
463
2023
Q3
$431K
Hold
29,694
–
–
0.02%
458
2023
Q2
$466K
Hold
29,694
–
–
0.02%
455
2023
Q1
$479K
Sell
29,694
-35,600
-55%
-$580K
0.02%
438
2022
Q4
$1.04M
Buy
65,294
+14,345
+28%
+$223K
0.05%
322
2022
Q3
$799K
Hold
50,949
–
–
0.04%
364
2022
Q2
$907K
Sell
50,949
-500
-1%
-$9.05K
0.04%
366
2022
Q1
$1.03M
Buy
51,449
+1,200
+2%
+$24.8K
0.04%
388
2021
Q4
$1.14M
Hold
50,249
–
–
0.05%
379
2021
Q3
$1.15M
Buy
+50,249
New
+$1.17M
0.05%
360
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$564B AUM
30.12%
1-Year Est. Return
LSIA
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$710M AUM
19.7%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Invesco
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$1.02T AUM
30.18%
1-Year Est. Return
M&T Bank
Buffalo, New York
$29.2B AUM
22.81%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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