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

Clearstead 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	$242K	Hold	20,000	–	–	﹤0.01%	1008
2026 Q1	$230K	Hold	20,000	–	–	﹤0.01%	954
2025 Q4	$240K	Hold	20,000	–	–	﹤0.01%	886
2025 Q3	$234K	Hold	20,000	–	–	﹤0.01%	842
2025 Q2	$226K	Hold	20,000	–	–	﹤0.01%	863
2025 Q1	$230K	Buy	20,000 +10,000	+100%	+$117K	﹤0.01%	790
2024 Q4	$117K	Sell	10,000 -5,370	-35%	-$64.6K	﹤0.01%	984
2024 Q3	$190K	Hold	15,370	–	–	﹤0.01%	871
2024 Q2	$180K	Buy	+15,370	New	+$173K	﹤0.01%	844
2022 Q3	–	Sell	-35	Closed	–	–	1321
2022 Q2	$0	Buy	+35	New	+$443	﹤0.01%	1384

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

Clearstead Advisors's NAD Position: Q2 2026 in Review

Clearstead Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 20,000 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Clearstead Advisors first reported a position in NAD in Q2 2022 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Clearstead Advisors held 20,000 shares of Nuveen Quality Municipal Income Fund worth $242K as of Q2 2026.
Clearstead Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1008 holding.
Clearstead Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and has held it in 10 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.