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Align Financial’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Align Financial’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 		$2.96K Hold
244
– – ﹤0.01% 304
2026
Q1 		$2.81K Sell
244
-2,689
-92% -$32.3K ﹤0.01% 316
2025
Q4 		$2.93K Buy
+2,933
New +$35.1K ﹤0.01% 334

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Align Financial's NAD Position: Q2 2026 in Review

Align Financial held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 244 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Align Financial first reported a position in NAD in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Align Financial held 244 shares of Nuveen Quality Municipal Income Fund worth $2.96K as of Q2 2026.
  • Align Financial left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #304 holding.
  • Align Financial first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.