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Nuveen Div. Advantage Muni. Fund shares owned by Uptown Financial Advisors

Quarter-by-quarter ownership of Nuveen Div. Advantage Muni. Fund (NAD) shares owned by Uptown Financial Advisors from 13F filings

Historical chart of Uptown Financial Advisors investment in Nuveen Div. Advantage Muni. Fund

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All positions including Nuveen Div. Advantage Muni. Fund held by Uptown Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Div. Advantage Muni. Fund by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $355k 30k 11.69
2025-06-30 $343k 30k 11.29
2025-03-31 $247k 21k 11.52
2024-12-31 $199k 17k 11.66

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Vanguard Index Fds Growth Etf (VUG)
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Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
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Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

Top funds holding Nuveen Div. Advantage Muni. Fund

Morgan Stanley
UBS Group
Bramshill Investments
Wells Fargo & Company
Raymond James Financial
Guggenheim Capital, LLC Managers
Rivernorth Capital Management
McGowan Group Asset Management
Van Eck Associates Corp.
MacKay Shields
Cornerstone Advisory
Royal Bank of Canada
LPL Financial
Sit Investment Associates
Eagle Bluffs Wealth Management

View all funds holding Nuveen Div. Advantage Muni. Fund