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Atria Wealth Solutions’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-62,168
Closed -$725K – 2004
2024
Q4 		$725K Buy
+62,168
New +$748K 0.01% 1056
2023
Q1 		– Sell
-10,067
Closed -$119K – 1926
2022
Q4 		$119K Buy
+10,067
New +$113K ﹤0.01% 1685

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Atria Wealth Solutions's NAD Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 62,168 shares — an estimated $725K sold.

Atria Wealth Solutions first reported a position in NAD in Q4 2022 and held it in 2 quarters. The position peaked at $725K in Q4 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 62,168 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $725K.
  • Atria Wealth Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Nuveen Quality Municipal Income Fund position peaked at $725K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.