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

Bar Harbor 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	$158K	Hold	13,025	–	–	0.01%	262
2026 Q1	$150K	Hold	13,025	–	–	0.01%	259
2025 Q4	$157K	Hold	13,025	–	–	0.01%	252
2025 Q3	$152K	Hold	13,025	–	–	0.01%	252
2025 Q2	$147K	Hold	13,025	–	–	0.01%	250
2025 Q1	$150K	Hold	13,025	–	–	0.01%	249
2024 Q4	$152K	Hold	13,025	–	–	0.01%	251
2024 Q3	$161K	Hold	13,025	–	–	0.01%	263
2024 Q2	$153K	Hold	13,025	–	–	0.01%	254
2024 Q1	$149K	Hold	13,025	–	–	0.01%	255
2023 Q4	$149K	Hold	13,025	–	–	0.01%	249
2023 Q3	$132K	Hold	13,025	–	–	0.01%	243
2023 Q2	$147K	Hold	13,025	–	–	0.01%	251
2023 Q1	$150K	Hold	13,025	–	–	0.01%	242
2022 Q4	$154K	Hold	13,025	–	–	0.01%	247
2022 Q3	$143K	Hold	13,025	–	–	0.01%	246
2022 Q2	$162K	Hold	13,025	–	–	0.01%	259
2022 Q1	$174K	Hold	13,025	–	–	0.02%	230
2021 Q4	$210K	Hold	13,025	–	–	0.02%	230
2021 Q3	$203K	Hold	13,025	–	–	0.02%	237
2021 Q2	$209K	Hold	13,025	–	–	0.02%	239
2021 Q1	$197K	Hold	13,025	–	–	0.02%	241
2020 Q4	$200K	Hold	13,025	–	–	0.02%	236
2020 Q3	$189K	Hold	13,025	–	–	0.02%	227
2020 Q2	$183K	Hold	13,025	–	–	0.02%	224
2020 Q1	$179K	Hold	13,025	–	–	0.02%	230
2019 Q4	$190K	Hold	13,025	–	–	0.02%	283
2019 Q3	$187K	Hold	13,025	–	–	0.02%	296
2019 Q2	$182K	Hold	13,025	–	–	0.02%	303
2019 Q1	$177K	Hold	13,025	–	–	0.02%	287
2018 Q4	$163K	Hold	13,025	–	–	0.02%	273
2018 Q3	$167K	Hold	13,025	–	–	0.02%	304
2018 Q2	$173K	Hold	13,025	–	–	0.02%	307
2018 Q1	$171K	Hold	13,025	–	–	0.02%	299
2017 Q4	$183K	Buy	+13,025	New	+$183K	0.02%	303

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

Bar Harbor Wealth Management's NAD Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 13,025 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #262.

Bar Harbor Wealth Management first reported a position in NAD in Q4 2017 and has held it in 35 quarters since. The position peaked at $210K in Q4 2021. 50 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Bar Harbor Wealth Management held 13,025 shares of Nuveen Quality Municipal Income Fund worth $158K as of Q2 2026.
Bar Harbor Wealth Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #262 holding.
Bar Harbor Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and has held it in 35 quarters since.
Bar Harbor Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $210K in Q4 2021.
50 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.