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

U.S. Capital Wealth Advisors’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	-67,214	Closed	-$858K	–	706
2023 Q1	$858K	Sell	67,214 -1,000	-1%	-$12.6K	0.04%	331
2022 Q4	$852K	Sell	68,214 -1,000	-1%	-$12.3K	0.04%	360
2022 Q3	$827K	Hold	69,214	–	–	0.04%	355
2022 Q2	$880K	Hold	69,214	–	–	0.04%	374
2022 Q1	$939K	Sell	69,214 -11,545	-14%	-$163K	0.03%	405
2021 Q4	$1.19M	Hold	80,759	–	–	0.05%	363
2021 Q3	$1.19M	Buy	+80,759	New	+$1.2M	0.05%	355

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

U.S. Capital Wealth Advisors's NIQ Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 67,214 shares — an estimated $858K sold.

U.S. Capital Wealth Advisors first reported a position in NIQ in Q3 2021 and held it in 7 quarters. The position peaked at $1.19M in Q4 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 67,214 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $858K.
U.S. Capital Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.19M in Q4 2021.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.