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 Q3	$158K	Sell	15,632 -200	-1%	-$2.29K	0.06%	144
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Altus Wealth Group's NAD Position: Q3 2026 in Review

Altus Wealth Group reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 1.3% in Q3 2026, selling an estimated $2.29K and leaving 15,632 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #144.

Altus Wealth Group first reported a position in NAD in Q4 2020 and has held it in 5 quarters since. The position peaked at $192K in Q2 2026. 70 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Altus Wealth Group held 15,632 shares of Nuveen Quality Municipal Income Fund worth $158K as of Q3 2026.
Altus Wealth Group sold 200 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $2.29K.
Nuveen Quality Municipal Income Fund made up 0.06% of Altus Wealth Group's portfolio in Q3 2026, its #144 holding.
Altus Wealth Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and has held it in 5 quarters since.
Altus Wealth Group's Nuveen Quality Municipal Income Fund position peaked at $192K in Q2 2026.
70 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.