Ameritas Advisory Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-1,968	Closed	-$22.2K	–	2632
2025 Q2	$22.2K	Buy	+1,968	New	+$22.1K	﹤0.01%	1695
2023 Q4	–	Sell	-12,246	Closed	-$123K	–	790
2023 Q3	$123K	Buy	+12,246	New	+$133K	0.01%	778
2023 Q2	–	Sell	-12,246	Closed	-$140K	–	1819
2023 Q1	$140K	Buy	+12,246	New	+$142K	0.01%	892
2022 Q4	–	Sell	-12,810	Closed	-$141K	–	898
2022 Q3	$141K	Buy	12,810 +48	+0.4%	+$599	0.01%	733
2022 Q2	$159K	Buy	12,762 +48	+0.4%	+$607	0.01%	766
2022 Q1	$170K	Buy	12,714 +14	+0.1%	+$201	0.01%	803
2021 Q4	$205K	Buy	+12,700	New	+$199K	0.01%	774

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameritas Advisory Services's NAD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 1,968 shares — an estimated $22.2K sold.

Ameritas Advisory Services first reported a position in NAD in Q4 2021 and held it in 7 quarters. The position peaked at $205K in Q4 2021. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

Ameritas Advisory Services reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,968 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $22.2K.
Ameritas Advisory Services first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's Nuveen Quality Municipal Income Fund position peaked at $205K in Q4 2021.
271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.