AWM
NAD icon

Avior Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Avior Wealth Management’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 		$845K Sell
69,717
-15,500
-18% -$183K 0.02% 394
2026
Q1 		$980K Buy
85,217
+2,100
+3% +$25.2K 0.03% 357
2025
Q4 		$999K Sell
83,117
-4,638
-5% -$55.4K 0.03% 314
2025
Q3 		$1.03M Hold
87,755
– – 0.03% 293
2025
Q2 		$991K Sell
87,755
-676
-0.8% -$7.58K 0.03% 282
2025
Q1 		$1.02M Sell
88,431
-29,624
-25% -$348K 0.04% 261
2024
Q4 		$1.38M Sell
118,055
-3,451
-3% -$41.5K 0.05% 231
2024
Q3 		$1.5M Buy
121,506
+1,762
+1% +$21.2K 0.06% 212
2024
Q2 		$1.41M Buy
119,744
+1,096
+0.9% +$12.4K 0.06% 210
2024
Q1 		$1.36M Buy
118,648
+19,648
+20% +$222K 0.06% 224
2023
Q4 		$1.13M Buy
99,000
+3,901
+4% +$41.2K 0.07% 187
2023
Q3 		$964K Sell
95,099
-8,725
-8% -$94.9K 0.07% 202
2023
Q2 		$1.17M Sell
103,824
-4,730
-4% -$53.3K 0.08% 177
2023
Q1 		$1.25M Sell
108,554
-10,371
-9% -$120K 0.09% 168
2022
Q4 		$1.4M Sell
118,925
-55,760
-32% -$627K 0.11% 149
2022
Q3 		$1.92M Buy
+174,685
New +$2.18M 0.16% 113

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Avior Wealth Management's NAD Position: Q2 2026 in Review

Avior Wealth Management reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 18% in Q2 2026, selling an estimated $183K and leaving 69,717 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #394.

Avior Wealth Management first reported a position in NAD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q3 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Avior Wealth Management held 69,717 shares of Nuveen Quality Municipal Income Fund worth $845K as of Q2 2026.
  • Avior Wealth Management sold 15,500 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $183K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Avior Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Avior Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $1.92M in Q3 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.