Apollon Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Apollon Wealth 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
2026 Q2	$142K	Sell	11,680 -370	-3%	-$4.37K	﹤0.01%	1514
2026 Q1	$139K	Hold	12,050	–	–	﹤0.01%	1339
2025 Q4	$145K	Hold	12,050	–	–	﹤0.01%	1251
2025 Q3	$141K	Hold	12,050	–	–	﹤0.01%	1253
2025 Q2	$136K	Hold	12,050	–	–	﹤0.01%	1207
2025 Q1	$139K	Buy	+12,050	New	+$142K	﹤0.01%	1131

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Apollon Wealth Management's NAD Position: Q2 2026 in Review

Apollon Wealth Management reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 3.1% in Q2 2026, selling an estimated $4.37K and leaving 11,680 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Apollon Wealth Management first reported a position in NAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $145K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Apollon Wealth Management held 11,680 shares of Nuveen Quality Municipal Income Fund worth $142K as of Q2 2026.
Apollon Wealth Management sold 370 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $4.37K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1514 holding.
Apollon Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2025 and has held it in 6 quarters since.
Apollon Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $145K in Q4 2025.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.