Concord Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-468	Closed	-$5.63K	–	580
2025 Q4	$5.63K	Hold	468	–	–	﹤0.01%	604
2025 Q3	$5.47K	Hold	468	–	–	﹤0.01%	608
2025 Q2	$5.28K	Hold	468	–	–	﹤0.01%	625
2025 Q1	$5.39K	Hold	468	–	–	﹤0.01%	573
2024 Q4	$5.46K	Hold	468	–	–	﹤0.01%	593
2024 Q3	$5.79K	Hold	468	–	–	﹤0.01%	613
2024 Q2	$5.49K	Sell	468 -1	-0.2%	-$11	﹤0.01%	564
2024 Q1	$5.37K	Sell	469 -100	-18%	-$1.13K	﹤0.01%	646
2023 Q4	$6.51K	Hold	569	–	–	﹤0.01%	609
2023 Q3	$5.76K	Sell	569 -150	-21%	-$1.63K	﹤0.01%	694
2023 Q2	$8.1K	Sell	719 -1,220	-63%	-$13.7K	﹤0.01%	635
2023 Q1	$22.4K	Sell	1,939 -301	-13%	-$3.48K	0.01%	471
2022 Q4	$26.4K	Buy	+2,240	New	+$25.2K	0.01%	482
2022 Q3	–	Sell	-2,240	Closed	-$28K	–	760
2022 Q2	$28K	Hold	2,240	–	–	0.01%	466
2022 Q1	$30K	Hold	2,240	–	–	0.01%	543
2021 Q4	$36K	Hold	2,240	–	–	0.01%	513
2021 Q3	$35K	Hold	2,240	–	–	0.01%	277
2021 Q2	$36K	Hold	2,240	–	–	0.01%	398
2021 Q1	$34K	Hold	2,240	–	–	0.01%	396
2020 Q4	$34K	Buy	+2,240	New	+$33.1K	0.03%	251

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Concord Wealth Partners's NAD Position: Q1 2026 in Review

Concord Wealth Partners sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 468 shares — an estimated $5.63K sold.

Concord Wealth Partners first reported a position in NAD in Q4 2020 and held it in 20 quarters. The position peaked at $36K in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Concord Wealth Partners reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 468 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $5.63K.
Concord Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $36K in Q4 2021.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.