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 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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MGAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Avestar Capital's NAD Position: Q1 2026 in Review

Avestar Capital opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q1 2026: 18,500 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #478 among its holdings. This is a return to the name: Avestar Capital previously reported a position in NAD as recently as Q3 2025.

Avestar Capital first reported a position in NAD in Q3 2019 and has held it in 8 quarters since. The position peaked at $280K in Q3 2020. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Avestar Capital held 18,500 shares of Nuveen Quality Municipal Income Fund worth $214K as of Q1 2026.
Nuveen Quality Municipal Income Fund was a new Avestar Capital position in Q1 2026.
Nuveen Quality Municipal Income Fund made up 0.01% of Avestar Capital's portfolio in Q1 2026, its #478 holding.
Avestar Capital first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and has held it in 8 quarters since.
Avestar Capital's Nuveen Quality Municipal Income Fund position peaked at $280K in Q3 2020.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.