CFM Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

CFM Wealth Partners’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	$693K	Hold	57,144	–	–	0.09%	90
2026 Q1	$657K	Hold	57,144	–	–	0.1%	89
2025 Q4	$687K	Hold	57,144	–	–	0.1%	87
2025 Q3	$668K	Buy	57,144 +6,183	+12%	+$70.3K	0.1%	89
2025 Q2	$575K	Hold	50,961	–	–	0.09%	88
2025 Q1	$587K	Hold	50,961	–	–	0.1%	92
2024 Q4	$594K	Hold	50,961	–	–	0.1%	90
2024 Q3	$631K	Buy	50,961 +18,961	+59%	+$228K	0.11%	95
2024 Q2	$376K	Hold	32,000	–	–	0.07%	113
2024 Q1	$367K	Hold	32,000	–	–	0.07%	119
2023 Q4	$366K	Hold	32,000	–	–	0.08%	125
2023 Q3	$324K	Hold	32,000	–	–	0.09%	120
2023 Q2	$361K	Hold	32,000	–	–	0.09%	132
2023 Q1	$369K	Hold	32,000	–	–	0.1%	123
2022 Q4	$378K	Hold	32,000	–	–	0.11%	123
2022 Q3	$352K	Hold	32,000	–	–	0.11%	123
2022 Q2	$399K	Hold	32,000	–	–	0.12%	124
2022 Q1	$428K	Hold	32,000	–	–	0.1%	124
2021 Q4	$513K	Hold	32,000	–	–	0.11%	110
2021 Q3	$499K	Hold	32,000	–	–	0.13%	111
2021 Q2	$512K	Buy	+32,000	New	+$498K	0.14%	102

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

CFM Wealth Partners's NAD Position: Q2 2026 in Review

CFM Wealth Partners held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 57,144 shares worth $693K. The position accounts for 0.09% of the portfolio, ranked #90.

CFM Wealth Partners first reported a position in NAD in Q2 2021 and has held it in 21 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

CFM Wealth Partners held 57,144 shares of Nuveen Quality Municipal Income Fund worth $693K as of Q2 2026.
CFM Wealth Partners left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.09% of CFM Wealth Partners's portfolio in Q2 2026, its #90 holding.
CFM Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and has held it in 21 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.