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

Beacon 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
Q1 		– Sell
-10,309
Closed -$124K – 173
2025
Q4 		$124K Sell
10,309
-3,143
-23% -$37.6K 0.05% 162
2025
Q3 		$157K Buy
13,452
+33
+0.2% +$375 0.06% 159
2025
Q2 		$151K Buy
13,419
+32
+0.2% +$359 0.07% 156
2025
Q1 		$154K Buy
13,387
+20
+0.1% +$235 0.07% 150
2024
Q4 		$156K Buy
13,367
+39
+0.3% +$469 0.07% 149
2024
Q3 		$165K Buy
13,328
+1,138
+9% +$13.7K 0.08% 147
2024
Q2 		$143K Sell
12,190
-795
-6% -$8.96K 0.07% 146
2024
Q1 		$149K Sell
12,985
-817
-6% -$9.23K 0.08% 129
2023
Q4 		$158K Sell
13,802
-6,142
-31% -$64.8K 0.1% 122
2023
Q3 		$202K Sell
19,944
-794
-4% -$8.64K 0.14% 117
2023
Q2 		$234K Sell
20,738
-4,614
-18% -$51.9K 0.16% 114
2023
Q1 		$292K Sell
25,352
-222
-0.9% -$2.57K 0.21% 107
2022
Q4 		$302K Buy
+25,574
New +$287K 0.25% 98

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Raymond James Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Beacon Investment Advisors's NAD Position: Q1 2026 in Review

Beacon Investment Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 10,309 shares — an estimated $124K sold.

Beacon Investment Advisors first reported a position in NAD in Q4 2022 and held it in 13 quarters. The position peaked at $302K in Q4 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Beacon Investment Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Beacon Investment Advisors sold 10,309 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $124K.
  • Beacon Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and held it in 13 quarters.
  • Beacon Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $302K in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.