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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Carson Advisory's NAD Position: Q1 2026 in Review

Carson Advisory held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2026 at 10,115 shares worth $116K. The position accounts for 0.06% of the portfolio, ranked #185.

Carson Advisory first reported a position in NAD in Q4 2021 and has held it in 18 quarters since. The position peaked at $190K in Q4 2022. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Carson Advisory held 10,115 shares of Nuveen Quality Municipal Income Fund worth $116K as of Q1 2026.
Carson Advisory left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen Quality Municipal Income Fund made up 0.06% of Carson Advisory's portfolio in Q1 2026, its #185 holding.
Carson Advisory first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 18 quarters since.
Carson Advisory's Nuveen Quality Municipal Income Fund position peaked at $190K in Q4 2022.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.