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

Allworth 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 		$191K Sell
15,724
-2,700
-15% -$31.9K ﹤0.01% 1520
2026
Q1 		$212K Hold
18,424
– – ﹤0.01% 1372
2025
Q4 		$221K Buy
18,424
+2,700
+17% +$32.3K ﹤0.01% 1299
2025
Q3 		$184K Sell
15,724
-141
-0.9% -$1.6K ﹤0.01% 1343
2025
Q2 		$179K Buy
15,865
+13,319
+523% +$149K ﹤0.01% 1232
2025
Q1 		$28.4K Hold
2,546
– – ﹤0.01% 1864
2024
Q4 		$29.7K Hold
2,546
– – ﹤0.01% 1852
2024
Q3 		$31.5K Hold
2,546
– – ﹤0.01% 1627
2024
Q2 		$29.9K Hold
2,546
– – ﹤0.01% 1624
2024
Q1 		$29.2K Hold
2,546
– – ﹤0.01% 1553
2023
Q4 		$29.2K Hold
2,546
– – ﹤0.01% 1428
2023
Q3 		$25.8K Hold
2,546
– – ﹤0.01% 1380
2023
Q2 		$28.7K Hold
2,546
– – ﹤0.01% 1345
2023
Q1 		$29.4K Hold
2,546
– – ﹤0.01% 1269
2022
Q4 		$30K Hold
2,546
– – ﹤0.01% 1202
2022
Q3 		$28K Buy
2,546
+2,230
+706% +$27.8K ﹤0.01% 1166
2022
Q2 		$4K Sell
316
-1,905
-86% -$24.1K ﹤0.01% 1825
2022
Q1 		$30K Hold
2,221
– – ﹤0.01% 1078
2021
Q4 		$36K Hold
2,221
– – ﹤0.01% 929
2021
Q3 		$35K Buy
2,221
+1,905
+603% +$30.9K ﹤0.01% 874
2021
Q2 		$5K Buy
+316
New +$4.91K ﹤0.01% 1214
2020
Q2 		– Sell
-1,116
Closed -$15K – 1304
2020
Q1 		$15K Buy
1,116
+7
+0.6% +$101 ﹤0.01% 612
2019
Q4 		$16K Buy
1,109
+17
+2% +$246 ﹤0.01% 564
2019
Q3 		$16K Buy
1,092
+12
+1% +$172 ﹤0.01% 495
2019
Q2 		$15K Buy
1,080
+4
+0.4% +$55 ﹤0.01% 511
2019
Q1 		$15K Buy
+1,076
New +$14.2K ﹤0.01% 507

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

Allworth Financial's NAD Position: Q2 2026 in Review

Allworth Financial reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 15% in Q2 2026, selling an estimated $31.9K and leaving 15,724 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Allworth Financial first reported a position in NAD in Q1 2019 and has held it in 26 quarters since. The position peaked at $221K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Allworth Financial held 15,724 shares of Nuveen Quality Municipal Income Fund worth $191K as of Q2 2026.
  • Allworth Financial sold 2,700 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $31.9K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1520 holding.
  • Allworth Financial first reported a position in Nuveen Quality Municipal Income Fund in Q1 2019 and has held it in 26 quarters since.
  • Allworth Financial's Nuveen Quality Municipal Income Fund position peaked at $221K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.