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 Q2	$286K	Buy	23,500 +5,000	+27%	+$59K	0.02%	472
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

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

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

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

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

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MGAM

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

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

Avestar Capital's NAD Position: Q2 2026 in Review

Avestar Capital increased its Nuveen Quality Municipal Income Fund (NAD) stake by 27% in Q2 2026, buying an estimated $59K and bringing the position to 23,500 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #472.

Avestar Capital first reported a position in NAD in Q3 2019 and has held it in 9 quarters since. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Avestar Capital held 23,500 shares of Nuveen Quality Municipal Income Fund worth $286K as of Q2 2026.
Avestar Capital bought 5,000 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $59K.
Nuveen Quality Municipal Income Fund made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #472 holding.
Avestar Capital first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and has held it in 9 quarters since.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.