USCWA
NID

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
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return