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

Avantax 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 Q2	$123K	Buy	10,912 +134	+1%	+$1.5K	﹤0.01%	2273
2025 Q1	$124K	Sell	10,778 -5,710	-35%	-$67.1K	﹤0.01%	2144
2024 Q4	$192K	Buy	16,488 +6,330	+62%	+$76.2K	﹤0.01%	2063
2024 Q3	$126K	Buy	+10,158	New	+$122K	﹤0.01%	2057
2023 Q4	–	Sell	-18,433	Closed	-$187K	–	1644
2023 Q3	$187K	Buy	+18,433	New	+$201K	﹤0.01%	1441
2022 Q4	–	Sell	-15,079	Closed	-$166K	–	1452
2022 Q3	$166K	Buy	15,079 +594	+4%	+$7.41K	﹤0.01%	1239
2022 Q2	$181K	Sell	14,485 -8,116	-36%	-$103K	﹤0.01%	1214
2022 Q1	$301K	Sell	22,601 -282	-1%	-$4.05K	﹤0.01%	1000
2021 Q4	$369K	Sell	22,883 -1,029	-4%	-$16.1K	0.01%	879
2021 Q3	$374K	Buy	23,912 +76	+0.3%	+$1.23K	0.01%	827
2021 Q2	$383K	Buy	23,836 +11,098	+87%	+$173K	0.01%	798
2021 Q1	$193K	Buy	12,738 +888	+7%	+$13.4K	﹤0.01%	968
2020 Q4	$183K	Sell	11,850 -18,978	-62%	-$280K	﹤0.01%	889
2020 Q3	$446K	Buy	+30,828	New	+$448K	0.01%	842

Other funds holding NAD

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

MGAM

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

Avantax Advisory Services's NAD Position: Q2 2025 in Review

Avantax Advisory Services increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.2% in Q2 2025, buying an estimated $1.5K and bringing the position to 10,912 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Avantax Advisory Services first reported a position in NAD in Q3 2020 and has held it in 14 quarters since. The position peaked at $446K in Q3 2020. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

Avantax Advisory Services held 10,912 shares of Nuveen Quality Municipal Income Fund worth $123K as of Q2 2025.
Avantax Advisory Services bought 134 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $1.5K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2273 holding.
Avantax Advisory Services first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and has held it in 14 quarters since.
Avantax Advisory Services's Nuveen Quality Municipal Income Fund position peaked at $446K in Q3 2020.
274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.