WFA
NUO

Wellspring Financial Advisors’s Nuveen Ohio Quality Municipal Income Fund NUO Stock Holding History

Wellspring Financial Advisors’s Portfolio NUO Stock Details NUO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,300
Closed -$258K – 131
2023
Q1 		$258K Hold
20,300
– – 0.08% 96
2022
Q4 		$258K Hold
20,300
– – 0.09% 92
2022
Q3 		$239K Hold
20,300
– – 0.09% 73
2022
Q2 		$257K Hold
20,300
– – 0.09% 73
2022
Q1 		$282K Hold
20,300
– – 0.08% 72
2021
Q4 		$324K Hold
20,300
– – 0.09% 73
2021
Q3 		$322K Buy
20,300
+2,500
+14% +$41.1K 0.1% 70
2021
Q2 		$291K Buy
17,800
+7,500
+73% +$121K 0.09% 75
2021
Q1 		$152K Sell
10,300
-7,500
-42% -$116K 0.07% 84
2020
Q4 		$279K Hold
17,800
– – 0.1% 72
2020
Q3 		$268K Hold
17,800
– – 0.11% 74
2020
Q2 		$267K Buy
17,800
+7,500
+73% +$110K 0.11% 74
2020
Q1 		$152K Buy
+10,300
New +$156K 0.07% 84

Other funds holding NUO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wellspring Financial Advisors's NUO Position: Q2 2023 in Review

Wellspring Financial Advisors sold out of Nuveen Ohio Quality Municipal Income Fund (NUO) in Q2 2023, closing a stake of 20,300 shares — an estimated $258K sold.

Wellspring Financial Advisors first reported a position in NUO in Q1 2020 and held it in 13 quarters. The position peaked at $324K in Q4 2021. 1 fund tracked by Wall St. Rank holds NUO as of Q2 2023.

  • Wellspring Financial Advisors reported no remaining Nuveen Ohio Quality Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Wellspring Financial Advisors sold 20,300 Nuveen Ohio Quality Municipal Income Fund shares in Q2 2023, an estimated $258K.
  • Wellspring Financial Advisors first reported a position in Nuveen Ohio Quality Municipal Income Fund in Q1 2020 and held it in 13 quarters.
  • Wellspring Financial Advisors's Nuveen Ohio Quality Municipal Income Fund position peaked at $324K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Nuveen Ohio Quality Municipal Income Fund as of Q2 2023.

Based on Wellspring Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.