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Carson Advisory’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Carson Advisory’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 		$123K Hold
10,115
– – 0.06% 202
2026
Q1 		$116K Hold
10,115
– – 0.06% 185
2025
Q4 		$122K Sell
10,115
-1,505
-13% -$18K 0.06% 181
2025
Q3 		$136K Hold
11,620
– – 0.07% 171
2025
Q2 		$131K Sell
11,620
-1,505
-11% -$16.9K 0.08% 169
2025
Q1 		$151K Hold
13,125
– – 0.1% 161
2024
Q4 		$153K Hold
13,125
– – 0.11% 154
2024
Q3 		$162K Sell
13,125
-720
-5% -$8.64K 0.1% 173
2024
Q2 		$163K Hold
13,845
– – 0.11% 160
2024
Q1 		$159K Hold
13,845
– – 0.11% 166
2023
Q4 		$159K Buy
13,845
+95
+0.7% +$1K 0.12% 152
2023
Q3 		$139K Buy
13,750
+968
+8% +$10.5K 0.12% 145
2023
Q2 		$144K Hold
12,782
– – 0.12% 151
2023
Q1 		$147K Sell
12,782
-3,343
-21% -$38.7K 0.13% 142
2022
Q4 		$190K Hold
16,125
– – 0.18% 129
2022
Q3 		$177K Buy
16,125
+4,354
+37% +$54.3K 0.2% 118
2022
Q2 		$147K Hold
11,771
– – 0.16% 117
2022
Q1 		$157K Hold
11,771
– – 0.16% 130
2021
Q4 		$190K Buy
+11,771
New +$184K 0.19% 130

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

Carson Advisory's NAD Position: Q2 2026 in Review

Carson Advisory held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 10,115 shares worth $123K. The position accounts for 0.06% of the portfolio, ranked #202.

Carson Advisory first reported a position in NAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q4 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Carson Advisory held 10,115 shares of Nuveen Quality Municipal Income Fund worth $123K as of Q2 2026.
  • Carson Advisory left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.06% of Carson Advisory's portfolio in Q2 2026, its #202 holding.
  • Carson Advisory first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Nuveen Quality Municipal Income Fund position peaked at $190K in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.