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Claro Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Claro 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 		$264K Sell
21,747
-19,000
-47% -$224K 0.03% 440
2026
Q1 		$469K Hold
40,747
– – 0.06% 253
2025
Q4 		$490K Hold
40,747
– – 0.07% 221
2025
Q3 		$476K Sell
40,747
-6,450
-14% -$73.4K 0.07% 232
2025
Q2 		$533K Sell
47,197
-5,100
-10% -$57.2K 0.09% 198
2025
Q1 		$602K Hold
52,297
– – 0.08% 224
2024
Q4 		$610K Buy
52,297
+414
+0.8% +$4.98K 0.08% 220
2024
Q3 		$642K Hold
51,883
– – 0.08% 230
2024
Q2 		$609K Sell
51,883
-1,851
-3% -$20.9K 0.1% 211
2024
Q1 		$616K Sell
53,734
-411
-0.8% -$4.64K 0.11% 204
2023
Q4 		$620K Buy
54,145
+32,228
+147% +$340K 0.13% 181
2023
Q3 		$222K Sell
21,917
-2,274
-9% -$24.7K 0.06% 329
2023
Q2 		$273K Buy
24,191
+25
+0.1% +$281 0.07% 276
2023
Q1 		$279K Buy
24,166
+1,116
+5% +$12.9K 0.08% 263
2022
Q4 		$272K Buy
+23,050
New +$259K 0.09% 238

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

Claro Advisors's NAD Position: Q2 2026 in Review

Claro Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 47% in Q2 2026, selling an estimated $224K and leaving 21,747 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #440.

Claro Advisors first reported a position in NAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $642K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Claro Advisors held 21,747 shares of Nuveen Quality Municipal Income Fund worth $264K as of Q2 2026.
  • Claro Advisors sold 19,000 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $224K.
  • Nuveen Quality Municipal Income Fund made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #440 holding.
  • Claro Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Claro Advisors's Nuveen Quality Municipal Income Fund position peaked at $642K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.