Action Point Financial Planning’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Action Point Financial Planning’s Portfolio NAD Stock Details NAD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.14K	Buy	+342	New	+$4.04K	﹤0.01%	1898

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Action Point Financial Planning's NAD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q2 2026: 342 shares worth $4.14K. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings.

284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Action Point Financial Planning held 342 shares of Nuveen Quality Municipal Income Fund worth $4.14K as of Q2 2026.
Nuveen Quality Municipal Income Fund was a new Action Point Financial Planning position in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1898 holding.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.