Clark Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Clark Asset Management’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	$291K	Buy	24,006 +8,000	+50%	+$94.5K	0.02%	219
2026 Q1	$184K	Hold	16,006	–	–	0.02%	263
2025 Q4	$192K	Buy	16,006 +506	+3%	+$6.05K	0.02%	230
2025 Q3	$181K	Hold	15,500	–	–	0.02%	206
2025 Q2	$175K	Hold	15,500	–	–	0.02%	193
2025 Q1	$179K	Hold	15,500	–	–	0.03%	156
2024 Q4	$181K	Hold	15,500	–	–	0.03%	137
2024 Q3	$192K	Buy	+15,500	New	+$186K	0.04%	121

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

Clark Asset Management's NAD Position: Q2 2026 in Review

Clark Asset Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 50% in Q2 2026, buying an estimated $94.5K and bringing the position to 24,006 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #219.

Clark Asset Management first reported a position in NAD in Q3 2024 and has held it in 8 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Clark Asset Management held 24,006 shares of Nuveen Quality Municipal Income Fund worth $291K as of Q2 2026.
Clark Asset Management bought 8,000 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $94.5K.
Nuveen Quality Municipal Income Fund made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #219 holding.
Clark Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.