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Chung Wu Investment Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Chung Wu Investment Group’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 		$114K Buy
9,400
+3,400
+57% +$40.1K 0.07% 127
2026
Q1 		$69K Hold
6,000
– – 0.06% 124
2025
Q4 		$72.1K Hold
6,000
– – 0.06% 121
2025
Q3 		$70.1K Hold
6,000
– – 0.06% 124
2025
Q2 		$67.7K Buy
+6,000
New +$67.3K 0.07% 116

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

Chung Wu Investment Group's NAD Position: Q2 2026 in Review

Chung Wu Investment Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 57% in Q2 2026, buying an estimated $40.1K and bringing the position to 9,400 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #127.

Chung Wu Investment Group first reported a position in NAD in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Chung Wu Investment Group held 9,400 shares of Nuveen Quality Municipal Income Fund worth $114K as of Q2 2026.
  • Chung Wu Investment Group bought 3,400 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $40.1K.
  • Nuveen Quality Municipal Income Fund made up 0.07% of Chung Wu Investment Group's portfolio in Q2 2026, its #127 holding.
  • Chung Wu Investment Group first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.