Advisor Resource Council’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-20,276	Closed	-$234K	–	438
2025 Q1	$234K	Buy	+20,276	New	+$238K	0.02%	523
2024 Q1	–	Sell	-20,700	Closed	-$237K	–	408
2023 Q4	$237K	Buy	+20,700	New	+$219K	0.03%	410
2022 Q3	–	Sell	-17,109	Closed	-$213K	–	367
2022 Q2	$213K	Buy	+17,109	New	+$216K	0.02%	462
2022 Q1	–	Sell	-25,322	Closed	-$408K	–	413
2021 Q4	$408K	Buy	+25,322	New	+$397K	0.03%	369
2021 Q3	–	Sell	-25,472	Closed	-$408K	–	379
2021 Q2	$408K	Buy	+25,472	New	+$396K	0.04%	342

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Advisor Resource Council's NAD Position: Q2 2025 in Review

Advisor Resource Council sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2025, closing a stake of 20,276 shares — an estimated $234K sold.

Advisor Resource Council first reported a position in NAD in Q2 2021 and held it in 5 quarters. The position peaked at $408K in Q4 2021. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

Advisor Resource Council reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 20,276 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $234K.
Advisor Resource Council first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and held it in 5 quarters.
Advisor Resource Council's Nuveen Quality Municipal Income Fund position peaked at $408K in Q4 2021.
274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.