Aptus Capital Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Aptus Capital Advisors’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 Q1	–	Sell	-11,216	Closed	-$135K	–	1754
2025 Q4	$135K	Sell	11,216 -332	-3%	-$3.97K	﹤0.01%	1104
2025 Q3	$135K	Sell	11,548 -100	-0.9%	-$1.14K	﹤0.01%	1053
2025 Q2	$132K	Sell	11,648 -2,058	-15%	-$23.1K	﹤0.01%	1018
2025 Q1	$158K	Hold	13,706	–	–	﹤0.01%	936
2024 Q4	$160K	Buy	13,706 +1,668	+14%	+$20.1K	﹤0.01%	932
2024 Q3	$149K	Buy	12,038 +115	+1%	+$1.38K	﹤0.01%	801
2024 Q2	$140K	Sell	11,923 -1,048	-8%	-$11.8K	﹤0.01%	776
2024 Q1	$149K	Buy	12,971 +2,648	+26%	+$29.9K	﹤0.01%	765
2023 Q4	$118K	Sell	10,323 -1,835	-15%	-$19.4K	﹤0.01%	602
2023 Q3	$123K	Buy	+12,158	New	+$132K	﹤0.01%	607

Other funds holding NAD

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

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

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

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

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

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

MGAM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aptus Capital Advisors's NAD Position: Q1 2026 in Review

Aptus Capital Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 11,216 shares — an estimated $135K sold.

Aptus Capital Advisors first reported a position in NAD in Q3 2023 and held it in 10 quarters. The position peaked at $160K in Q4 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Aptus Capital Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Aptus Capital Advisors sold 11,216 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $135K.
Aptus Capital Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and held it in 10 quarters.
Aptus Capital Advisors's Nuveen Quality Municipal Income Fund position peaked at $160K in Q4 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.