U.S. Capital Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio NID Stock Details NID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-142,700	Closed	-$1.87M	–	1624
2022 Q4	$1.87M	Buy	142,700 +5,680	+4%	+$72.4K	0.09%	218
2022 Q3	$1.7M	Buy	137,020 +1,340	+1%	+$17.8K	0.09%	224
2022 Q2	$1.76M	Hold	135,680	–	–	0.08%	235
2022 Q1	$1.88M	Sell	135,680 -3,000	-2%	-$42.6K	0.07%	267
2021 Q4	$2.07M	Hold	138,680	–	–	0.08%	250
2021 Q3	$2.04M	Buy	+138,680	New	+$2.06M	0.09%	242

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

U.S. Capital Wealth Advisors's NID Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 142,700 shares — an estimated $1.87M sold.

U.S. Capital Wealth Advisors first reported a position in NID in Q3 2021 and held it in 6 quarters. The position peaked at $2.07M in Q4 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 142,700 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $1.87M.
U.S. Capital Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $2.07M in Q4 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.