AIFAIM
NAD icon

American Institute for Advanced Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

American Institute for Advanced Investment Management’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
2025
Q4 		– Sell
-10,767
Closed -$126K – 154
2025
Q3 		$126K Hold
10,767
– – 0.08% 145
2025
Q2 		$122K Hold
10,767
– – 0.09% 144
2025
Q1 		$124K Hold
10,767
– – 0.09% 142
2024
Q4 		$126K Hold
10,767
– – 0.09% 131
2024
Q3 		$133K Hold
10,767
– – 0.1% 140
2024
Q2 		$126K Hold
10,767
– – 0.1% 133
2024
Q1 		$123K Buy
+10,767
New +$122K 0.1% 128
2023
Q3 		– Sell
-10,767
Closed -$121K – 119
2023
Q2 		$121K Hold
10,767
– – 0.11% 115
2023
Q1 		$124K Hold
10,767
– – 0.13% 98
2022
Q4 		$127K Sell
10,767
-3,800
-26% -$42.7K 0.12% 106
2022
Q3 		$160K Hold
14,567
– – 0.15% 99
2022
Q2 		$182K Buy
14,567
+1,625
+13% +$20.6K 0.16% 109
2022
Q1 		$173K Sell
12,942
-4,125
-24% -$59.2K 0.13% 116
2021
Q4 		$275K Buy
17,067
+650
+4% +$10.2K 0.19% 104
2021
Q3 		$256K Buy
16,417
+625
+4% +$10.1K 0.18% 107
2021
Q2 		$253K Hold
15,792
– – 0.18% 103
2021
Q1 		$239K Buy
15,792
+2,400
+18% +$36.2K 0.18% 100
2020
Q4 		$206K Buy
13,392
+3,225
+32% +$47.6K 0.17% 100
2020
Q3 		$148K Hold
10,167
– – 0.13% 96
2020
Q2 		$143K Buy
+10,167
New +$139K 0.14% 92

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Institute for Advanced Investment Management's NAD Position: Q4 2025 in Review

American Institute for Advanced Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2025, closing a stake of 10,767 shares — an estimated $126K sold.

American Institute for Advanced Investment Management first reported a position in NAD in Q2 2020 and held it in 20 quarters. The position peaked at $275K in Q4 2021. 279 funds tracked by Wall St. Rank hold NAD as of Q4 2025.

  • American Institute for Advanced Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 10,767 Nuveen Quality Municipal Income Fund shares in Q4 2025, an estimated $126K.
  • American Institute for Advanced Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2020 and held it in 20 quarters.
  • American Institute for Advanced Investment Management's Nuveen Quality Municipal Income Fund position peaked at $275K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2025.

Based on American Institute for Advanced Investment Management's 13F filing for Q4 2025, filed 4 Feb 2026.