AWM
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AE Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

AE Wealth Management’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
Q1 		$2.2M Buy
191,144
+82,656
+76% +$993K 0.01% 619
2025
Q4 		$1.3M Buy
108,488
+83,090
+327% +$993K 0.01% 733
2025
Q3 		$297K Buy
25,398
+7,236
+40% +$82.3K ﹤0.01% 1184
2025
Q2 		$205K Buy
+18,162
New +$204K ﹤0.01% 1302
2024
Q1 		– Sell
-19,517
Closed -$215K – 1685
2023
Q4 		$215K Sell
19,517
-200
-1% -$2.11K ﹤0.01% 1860
2023
Q3 		$200K Sell
19,717
-7,270
-27% -$79.1K ﹤0.01% 1785
2023
Q2 		$304K Buy
26,987
+8,051
+43% +$90.6K ﹤0.01% 1612
2023
Q1 		$218K Sell
18,936
-338
-2% -$3.91K ﹤0.01% 1696
2022
Q4 		$227K Buy
19,274
+6,914
+56% +$77.7K ﹤0.01% 1624
2022
Q3 		$136K Hold
12,360
– – ﹤0.01% 1643
2022
Q2 		$154K Sell
12,360
-150
-1% -$1.9K ﹤0.01% 1619
2022
Q1 		$167K Sell
12,510
-1,409
-10% -$20.2K ﹤0.01% 1592
2021
Q4 		$224K Buy
+13,919
New +$218K ﹤0.01% 1566
2017
Q4 		– Sell
-18,936
Closed -$269K – 447
2017
Q3 		$269K Buy
18,936
+1,263
+7% +$18K 0.03% 329
2017
Q2 		$248K Buy
+17,673
New +$246K 0.03% 323

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AE Wealth Management's NAD Position: Q1 2026 in Review

AE Wealth Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 76% in Q1 2026, buying an estimated $993K and bringing the position to 191,144 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #619.

AE Wealth Management first reported a position in NAD in Q2 2017 and has held it in 15 quarters since. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • AE Wealth Management held 191,144 shares of Nuveen Quality Municipal Income Fund worth $2.2M as of Q1 2026.
  • AE Wealth Management bought 82,656 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $993K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #619 holding.
  • AE Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2017 and has held it in 15 quarters since.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.