Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Nuveen Quality Municipal Income Fund | 1,041.32 | reported | 05 Mar 2026 | tx 4+700 |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 913.97 | reported | 05 Mar 2026 | tx 3+550 |
| Nuveen Taxable Municipal Income Fund | 615.13 | reported | 04 Mar 2026 | tx 2+399.48 |
| NUVEEN REAL ESTATE INCOME FUND | 485.36 | reported | 05 Mar 2026 | tx 3+300 |
| Nuveen Multi-Asset Income Fund | 330.1 | reported | 04 Mar 2026 | tx 1+75 |
| Nuveen Build America Bond Opportunity Fund | 302.34 | reported | 13 Apr 2018 | tx 1+200 |
| Nuveen Energy MLP Total Return Fund | 200 | reported | 29 Mar 2018 | tx 2+200 |
| Nuveen Credit Strategies Income Fund | 0 | reported | 05 May 2025 | tx 1−555 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 8 buys in history.
2 purchases reported after at least 12 months of silence — most recent on 21 Mar 2025.