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CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		$1.25M Hold
103,138
– – 0.02% 180
2026
Q1 		$1.19M Hold
103,138
– – 0.02% 165
2025
Q4 		$1.24M Sell
103,138
-19,800
-16% -$237K 0.02% 152
2025
Q3 		$1.44M Sell
122,938
-11,812
-9% -$134K 0.02% 144
2025
Q2 		$1.52M Buy
134,750
+40,627
+43% +$456K 0.03% 142
2025
Q1 		$1.08M Hold
94,123
– – 0.02% 150
2024
Q4 		$1.1M Sell
94,123
-57,669
-38% -$694K 0.02% 143
2024
Q3 		$1.88M Sell
151,792
-1,023
-0.7% -$12.3K 0.04% 120
2024
Q2 		$1.79M Buy
152,815
+82,589
+118% +$931K 0.04% 114
2024
Q1 		$805K Sell
70,226
-16,251
-19% -$184K 0.02% 144
2023
Q4 		$990K Sell
86,477
-32,908
-28% -$347K 0.02% 136
2023
Q3 		$1.21M Sell
119,385
-93,125
-44% -$1.01M 0.03% 115
2023
Q2 		$2.39M Buy
212,510
+165
+0.1% +$1.86K 0.07% 88
2023
Q1 		$2.45M Buy
212,345
+3,621
+2% +$41.9K 0.07% 89
2022
Q4 		$2.46M Buy
+208,724
New +$2.35M 0.09% 90
2022
Q3 		– Sell
-218,986
Closed -$2.73M – 134
2022
Q2 		$2.73M Sell
218,986
-10,872
-5% -$138K 0.11% 73
2022
Q1 		$3.07M Sell
229,858
-28,594
-11% -$411K 0.11% 77
2021
Q4 		$4.16M Sell
258,452
-19,017
-7% -$298K 0.15% 70
2021
Q3 		$4.33M Sell
277,469
-146
-0.1% -$2.37K 0.17% 62
2021
Q2 		$4.45M Buy
277,615
+169
+0.1% +$2.63K 0.18% 61
2021
Q1 		$4.2M Sell
277,446
-69,172
-20% -$1.04M 0.2% 60
2020
Q4 		$5.33M Sell
346,618
-10,288
-3% -$152K 0.26% 53
2020
Q3 		$5.18M Buy
356,906
+17,468
+5% +$254K 0.29% 54
2020
Q2 		$4.76M Buy
+339,438
New +$4.63M 0.29% 53
2019
Q4 		$5.36M Buy
367,141
+45,330
+14% +$656K 0.43% 36
2019
Q3 		$4.62M Buy
321,811
+9,089
+3% +$130K 0.4% 40
2019
Q2 		$4.38M Buy
312,722
+45,440
+17% +$621K 0.44% 37
2019
Q1 		$3.63M Buy
267,282
+33,413
+14% +$442K 0.4% 36
2018
Q4 		$2.93M Buy
233,869
+187,740
+407% +$2.35M 0.29% 50
2018
Q3 		$590K Buy
46,129
+16,337
+55% +$215K 0.06% 103
2018
Q2 		$396K Sell
29,792
-22,117
-43% -$291K 0.04% 116
2018
Q1 		$682K Hold
51,909
– – 0.07% 101
2017
Q4 		$730K Sell
51,909
-7,782
-13% -$109K 0.08% 91
2017
Q3 		$847K Hold
59,691
– – 0.09% 104
2017
Q2 		$838K Hold
59,691
– – 0.09% 98
2017
Q1 		$817K Hold
59,691
– – 0.09% 102
2016
Q4 		$833K Sell
59,691
-1,000
-2% -$13.9K 0.1% 97
2016
Q3 		$915K Sell
60,691
-1,533
-2% -$23.8K 0.11% 91
2016
Q2 		$973K Sell
62,224
-20,400
-25% -$313K 0.14% 75
2016
Q1 		$1.22M Sell
82,624
-2,400
-3% -$35.1K 0.19% 65
2015
Q4 		$1.24M Hold
85,024
– – 0.21% 67
2015
Q3 		$1.17M Hold
85,024
– – 0.22% 70
2015
Q2 		$1.16M Sell
85,024
-16,548
-16% -$233K 0.23% 58
2015
Q1 		$1.46M Hold
101,572
– – 0.32% 48
2014
Q4 		$1.46M Sell
101,572
-14,170
-12% -$200K 0.32% 44
2014
Q3 		$1.6M Sell
115,742
-33,500
-22% -$463K 0.34% 41
2014
Q2 		$2.11M Sell
149,242
-2,350
-2% -$32.6K 0.42% 39
2014
Q1 		$2.03M Buy
151,592
+2,745
+2% +$36.7K 0.45% 39
2013
Q4 		$1.87M Buy
148,847
+63,063
+74% +$797K 0.47% 42
2013
Q3 		$1.12M Buy
+85,784
New +$1.1M 0.3% 52

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NAD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 103,138 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #180.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NAD in Q3 2013 and has held it in 50 quarters since. The position peaked at $5.36M in Q4 2019. 50 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 103,138 shares of Nuveen Quality Municipal Income Fund worth $1.25M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2013 and has held it in 50 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $5.36M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.