Capital Analysts LLC’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Capital Analysts LLC’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	$25K	Sell	2,063 -1,432	-41%	-$16.9K	﹤0.01%	1116
2026 Q1	$40K	Buy	3,495 +40	+1%	+$481	﹤0.01%	986
2025 Q4	$42K	Buy	+3,455	New	+$41.3K	﹤0.01%	952
2023 Q3	–	Sell	-150	Closed	-$2K	–	1187
2023 Q2	$2K	Hold	150	–	–	﹤0.01%	948
2023 Q1	$2K	Hold	150	–	–	﹤0.01%	923
2022 Q4	$2K	Hold	150	–	–	﹤0.01%	995
2022 Q3	$2K	Hold	150	–	–	﹤0.01%	1009
2022 Q2	$2K	Hold	150	–	–	﹤0.01%	948
2022 Q1	$2K	Buy	+150	New	+$2.15K	﹤0.01%	877
2021 Q3	–	Sell	-1,287	Closed	-$21K	–	1015
2021 Q2	$21K	Hold	1,287	–	–	﹤0.01%	664
2021 Q1	$19K	Hold	1,287	–	–	﹤0.01%	723
2020 Q4	$20K	Hold	1,287	–	–	﹤0.01%	516
2020 Q3	$19K	Hold	1,287	–	–	﹤0.01%	510
2020 Q2	$18K	Hold	1,287	–	–	﹤0.01%	484
2020 Q1	$18K	Hold	1,287	–	–	﹤0.01%	459
2019 Q4	$19K	Hold	1,287	–	–	﹤0.01%	493
2019 Q3	$18K	Sell	1,287 -1,287	-50%	-$18.5K	﹤0.01%	482
2019 Q2	$36K	Buy	2,574 +1,287	+100%	+$17.6K	﹤0.01%	405
2019 Q1	$17K	Hold	1,287	–	–	﹤0.01%	451
2018 Q4	$16K	Sell	1,287 -1,279	-50%	-$16K	﹤0.01%	424
2018 Q3	$33K	Hold	2,566	–	–	﹤0.01%	362
2018 Q2	$34K	Sell	2,566 -526	-17%	-$6.92K	﹤0.01%	366
2018 Q1	$41K	Buy	+3,092	New	+$41.3K	0.01%	336

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

Capital Analysts LLC's NAD Position: Q2 2026 in Review

Capital Analysts LLC reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 41% in Q2 2026, selling an estimated $16.9K and leaving 2,063 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Capital Analysts LLC first reported a position in NAD in Q1 2018 and has held it in 23 quarters since. The position peaked at $42K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Capital Analysts LLC held 2,063 shares of Nuveen Quality Municipal Income Fund worth $25K as of Q2 2026.
Capital Analysts LLC sold 1,432 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $16.9K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1116 holding.
Capital Analysts LLC first reported a position in Nuveen Quality Municipal Income Fund in Q1 2018 and has held it in 23 quarters since.
Capital Analysts LLC's Nuveen Quality Municipal Income Fund position peaked at $42K in Q4 2025.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.