NUVEEN INT DUR QUAL MUN TRM's ticker is NIQ and the CUSIP is 670677103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,136 | -99.0% | 166 | -99.0% | 0.00% | -100.0% |
| Q1 2023 | $204,591 | -37.1% | 16,021 | -38.5% | 0.00% | -50.0% |
| Q4 2022 | $325,229 | +4.9% | 26,039 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $310,000 | -5.8% | 25,911 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $329,000 | -5.5% | 25,904 | +0.9% | 0.01% | +20.0% |
| Q1 2022 | $348,000 | – | 25,685 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 617,878 | $8,402,000 | 0.58% |
| American Institute for Advanced Investment Management, LLP | 23,500 | $319,000 | 0.23% |
| Cadence Wealth Management LLC | 12,149 | $165,000 | 0.13% |
| Wells Trecaso Financial Group, LLC | 16,778 | $228,000 | 0.10% |
| Tortoise Investment Management, LLC | 32,968 | $447,000 | 0.08% |
| GREATMARK INVESTMENT PARTNERS, INC. | 35,350 | $479,000 | 0.08% |
| Newman Dignan & Sheerar, Inc. | 23,951 | $325,000 | 0.06% |
| Clear Harbor Asset Management, LLC | 36,131 | $490,000 | 0.06% |
| U.S. Capital Wealth Advisors, LLC | 69,214 | $939,000 | 0.03% |
| Integrated Wealth Concepts LLC | 71,290 | $967,000 | 0.03% |