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AlphaCore Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

AlphaCore Capital’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 		$127K Buy
+10,992
New +$132K ﹤0.01% 895
2025
Q4 		– Sell
-12,194
Closed -$143K – 1445
2025
Q3 		$143K Sell
12,194
-1,581
-11% -$18K ﹤0.01% 759
2025
Q2 		$157K Buy
13,775
+270
+2% +$3.03K 0.01% 634
2025
Q1 		$157K Buy
+13,505
New +$159K 0.01% 470

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

AlphaCore Capital's NAD Position: Q1 2026 in Review

AlphaCore Capital opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q1 2026: 10,992 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in NAD as recently as Q3 2025.

AlphaCore Capital first reported a position in NAD in Q1 2025 and has held it in 4 quarters since. The position peaked at $157K in Q1 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • AlphaCore Capital held 10,992 shares of Nuveen Quality Municipal Income Fund worth $127K as of Q1 2026.
  • Nuveen Quality Municipal Income Fund was a new AlphaCore Capital position in Q1 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #895 holding.
  • AlphaCore Capital first reported a position in Nuveen Quality Municipal Income Fund in Q1 2025 and has held it in 4 quarters since.
  • AlphaCore Capital's Nuveen Quality Municipal Income Fund position peaked at $157K in Q1 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.