Benjamin Edwards Inc’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Benjamin Edwards Inc’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	$973K	Buy	80,250 +5,843	+8%	+$69K	0.01%	811
2026 Q1	$856K	Buy	74,407 +8,775	+13%	+$105K	0.01%	812
2025 Q4	$789K	Buy	65,632 +6,500	+11%	+$77.7K	0.01%	795
2025 Q3	$691K	Buy	59,132 +18,910	+47%	+$215K	0.01%	820
2025 Q2	$454K	Buy	40,222 +5,100	+15%	+$57.2K	0.01%	875
2025 Q1	$405K	Hold	35,122	–	–	0.01%	850
2024 Q4	$410K	Buy	35,122 +3,825	+12%	+$46K	0.01%	889
2024 Q3	$387K	Buy	+31,297	New	+$376K	0.01%	880

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

Benjamin Edwards Inc's NAD Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Nuveen Quality Municipal Income Fund (NAD) stake by 7.9% in Q2 2026, buying an estimated $69K and bringing the position to 80,250 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #811.

Benjamin Edwards Inc first reported a position in NAD in Q3 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Benjamin Edwards Inc held 80,250 shares of Nuveen Quality Municipal Income Fund worth $973K as of Q2 2026.
Benjamin Edwards Inc bought 5,843 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $69K.
Nuveen Quality Municipal Income Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #811 holding.
Benjamin Edwards Inc first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.