Belpointe Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Belpointe Asset 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	$355K	Buy	29,300 +7,358	+34%	+$86.9K	0.01%	849
2026 Q1	$252K	Hold	21,942	–	–	0.01%	923
2025 Q4	$264K	Sell	21,942 -848	-4%	-$10.1K	0.01%	861
2025 Q3	$266K	Sell	22,790 -3,791	-14%	-$43.1K	0.01%	830
2025 Q2	$300K	Buy	26,581 +34	+0.1%	+$381	0.01%	754
2025 Q1	$306K	Buy	26,547 +7,665	+41%	+$90K	0.02%	722
2024 Q4	$227K	Sell	18,882 -5,000	-21%	-$60.2K	0.01%	764
2024 Q3	$296K	Buy	23,882 +12,482	+109%	+$150K	0.02%	667
2024 Q2	$134K	Buy	+11,400	New	+$129K	0.01%	746
2023 Q3	–	Sell	-30,451	Closed	-$343K	–	696
2023 Q2	$343K	Sell	30,451 -162,688	-84%	-$1.83M	0.04%	406
2023 Q1	$2.23M	Sell	193,139 -9,812	-5%	-$114K	0.12%	178
2022 Q4	$2.39M	Sell	202,951 -16,991	-8%	-$191K	0.14%	142
2022 Q3	$2.42M	Sell	219,942 -112,233	-34%	-$1.4M	0.16%	121
2022 Q2	$4.14M	Buy	332,175 +307,571	+1,250%	+$3.89M	0.28%	67
2022 Q1	$329K	Sell	24,604 -482	-2%	-$6.92K	0.02%	692
2021 Q4	$404K	Buy	25,086 +16	+0.1%	+$251	0.03%	591
2021 Q3	$392K	Sell	25,070 -1,484	-6%	-$24K	0.03%	583
2021 Q2	$425K	Buy	26,554 +1,516	+6%	+$23.6K	0.03%	548
2021 Q1	$379K	Buy	25,038 +17	+0.1%	+$256	0.03%	518
2020 Q4	$385K	Buy	25,021 +16	+0.1%	+$236	0.03%	476
2020 Q3	$363K	Sell	25,005 -1,384	-5%	-$20.1K	0.04%	385
2020 Q2	$370K	Buy	26,389 +117	+0.4%	+$1.6K	0.05%	363
2020 Q1	$361K	Buy	26,272 +1,347	+5%	+$19.5K	0.06%	298
2019 Q4	$364K	Buy	+24,925	New	+$360K	0.05%	395
2018 Q1	–	Sell	-10,463	Closed	-$147K	–	433
2017 Q4	$147K	Buy	+10,463	New	+$147K	0.03%	432

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

Belpointe Asset Management's NAD Position: Q2 2026 in Review

Belpointe Asset Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 34% in Q2 2026, buying an estimated $86.9K and bringing the position to 29,300 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #849.

Belpointe Asset Management first reported a position in NAD in Q4 2017 and has held it in 25 quarters since. The position peaked at $4.14M in Q2 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Belpointe Asset Management held 29,300 shares of Nuveen Quality Municipal Income Fund worth $355K as of Q2 2026.
Belpointe Asset Management bought 7,358 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $86.9K.
Nuveen Quality Municipal Income Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #849 holding.
Belpointe Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and has held it in 25 quarters since.
Belpointe Asset Management's Nuveen Quality Municipal Income Fund position peaked at $4.14M in Q2 2022.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.