AWG
NAD icon

Altus Wealth Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Altus Wealth Group’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 		$192K Hold
15,832
– – 0.07% 149
2026
Q1 		$182K Buy
15,832
+5,600
+55% +$67.3K 0.07% 138
2025
Q4 		$123K Buy
+10,232
New +$122K 0.05% 141
2021
Q1 		– Sell
-5,682
Closed -$87K – 556
2020
Q4 		$87K Buy
+5,682
New +$84K 0.08% 147

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM

Altus Wealth Group's NAD Position: Q2 2026 in Review

Altus Wealth Group held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 15,832 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #149.

Altus Wealth Group first reported a position in NAD in Q4 2020 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Altus Wealth Group held 15,832 shares of Nuveen Quality Municipal Income Fund worth $192K as of Q2 2026.
  • Altus Wealth Group left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.07% of Altus Wealth Group's portfolio in Q2 2026, its #149 holding.
  • Altus Wealth Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.