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ACA
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
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25.57%
1-Year Est. Return
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30.12%
1-Year Est. Return
GC
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$12.6B AUM
27.3%
1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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