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

Avestar Capital’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 Q3	$239K	Hold	23,500	–	–	0.02%	482
2026 Q2	$286K	Buy	23,500 +5,000	+27%	+$59K	0.02%	473
2026 Q1	$214K	Buy	+18,500	New	+$222K	0.01%	478
2025 Q4	–	Sell	-12,500	Closed	-$147K	–	505
2025 Q3	$147K	Sell	12,500 -2,000	-14%	-$22.7K	0.01%	461
2025 Q2	$165K	Buy	+14,500	New	+$163K	0.01%	474
2020 Q4	–	Sell	-19,478	Closed	-$280K	–	275
2020 Q3	$280K	Hold	19,478	–	–	0.09%	168
2020 Q2	$273K	Buy	19,478 +300	+2%	+$4.09K	0.12%	145
2020 Q1	$265K	Hold	19,178	–	–	0.14%	123
2019 Q4	$280K	Buy	19,178 +7,127	+59%	+$103K	0.16%	123
2019 Q3	$173K	Buy	+12,051	New	+$173K	0.11%	154

Other funds holding NAD

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

GFS Advisors Houston, Texas $933M AUM 29.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Avestar Capital's NAD Position: Q3 2026 in Review

Avestar Capital held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2026 at 23,500 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #482.

Avestar Capital first reported a position in NAD in Q3 2019 and has held it in 10 quarters since. The position peaked at $286K in Q2 2026. 130 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Avestar Capital held 23,500 shares of Nuveen Quality Municipal Income Fund worth $239K as of Q3 2026.
Avestar Capital left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen Quality Municipal Income Fund made up 0.02% of Avestar Capital's portfolio in Q3 2026, its #482 holding.
Avestar Capital first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and has held it in 10 quarters since.
Avestar Capital's Nuveen Quality Municipal Income Fund position peaked at $286K in Q2 2026.
130 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.