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Barry Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Barry Investment 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 		$222K Hold
18,214
– – 0.05% 94
2026
Q1 		$211K Hold
18,214
– – 0.05% 91
2025
Q4 		$219K Sell
18,214
-717
-4% -$8.57K 0.05% 90
2025
Q3 		$223K Sell
18,931
-3,276
-15% -$37.3K 0.05% 96
2025
Q2 		$254K Sell
22,207
-17,344
-44% -$195K 0.06% 90
2025
Q1 		$459K Sell
39,551
-1,398
-3% -$16.4K 0.12% 73
2024
Q4 		$477K Buy
40,949
+4,463
+12% +$53.7K 0.15% 70
2024
Q3 		$454K Buy
36,486
+202
+0.6% +$2.42K 0.14% 73
2024
Q2 		$429K Sell
36,284
-7,104
-16% -$80.1K 0.14% 77
2024
Q1 		$499K Sell
43,388
-2,036
-4% -$23K 0.17% 71
2023
Q4 		$520K Buy
45,424
+34,749
+326% +$367K 0.18% 62
2023
Q3 		$109K Buy
10,675
+7
+0.1% +$76 0.04% 109
2023
Q2 		$121K Sell
10,668
-11,755
-52% -$132K 0.04% 117
2023
Q1 		$259K Buy
22,423
+4
+0% +$46 0.09% 97
2022
Q4 		$265K Buy
+22,419
New +$252K 0.08% 96

Other funds holding NAD

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GC
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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

Barry Investment Advisors's NAD Position: Q2 2026 in Review

Barry Investment Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 18,214 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #94.

Barry Investment Advisors first reported a position in NAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $520K in Q4 2023. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Barry Investment Advisors held 18,214 shares of Nuveen Quality Municipal Income Fund worth $222K as of Q2 2026.
  • Barry Investment Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.05% of Barry Investment Advisors's portfolio in Q2 2026, its #94 holding.
  • Barry Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Barry Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $520K in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.