BRWA
NAD icon

B. Riley Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

B. Riley Wealth Advisors’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 		$192K Buy
15,959
+2,370
+17% +$28K 0.01% 782
2026
Q1 		$153K Buy
+13,589
New +$163K 0.01% 753
2024
Q4 		$341K Buy
29,225
+12,835
+78% +$154K 0.01% 825
2024
Q3 		$204K Buy
16,390
+1,398
+9% +$16.8K 0.01% 1131
2024
Q2 		$177K Sell
14,992
-7,244
-33% -$81.7K ﹤0.01% 1259
2024
Q1 		$226K Hold
22,236
– – 0.01% 1196
2023
Q4 		$255K Hold
22,236
– – 0.01% 1126
2023
Q3 		$226K Sell
22,236
-2,142
-9% -$23.3K 0.01% 1196
2023
Q2 		$276K Sell
24,378
-64
-0.3% -$721 0.01% 1168
2023
Q1 		$283K Sell
24,442
-169
-0.7% -$1.96K 0.01% 1101
2022
Q4 		$290K Buy
24,611
+2,799
+13% +$31.5K 0.01% 1062
2022
Q3 		$240K Buy
+21,812
New +$272K 0.01% 1133
2021
Q4 		– Sell
-15,545
Closed -$247K – 1462
2021
Q3 		$247K Buy
+15,545
New +$252K 0.01% 1146

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

B. Riley Wealth Advisors's NAD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 17% in Q2 2026, buying an estimated $28K and bringing the position to 15,959 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #782.

B. Riley Wealth Advisors first reported a position in NAD in Q3 2021 and has held it in 13 quarters since. The position peaked at $341K in Q4 2024. 68 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • B. Riley Wealth Advisors held 15,959 shares of Nuveen Quality Municipal Income Fund worth $192K as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,370 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $28K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #782 holding.
  • B. Riley Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and has held it in 13 quarters since.
  • B. Riley Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $341K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.