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

Concorde 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 		– Sell
-51,622
Closed -$597K – 202
2026
Q1 		$597K Sell
51,622
-10,474
-17% -$126K 0.29% 74
2025
Q4 		$746K Buy
62,096
+5,191
+9% +$62K 0.3% 74
2025
Q3 		$666K Buy
+56,905
New +$647K 0.28% 79
2025
Q1 		$173K Buy
+15,466
New +$182K 0.09% 166

Other funds holding NAD

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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

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

Concorde Asset Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 51,622 shares — an estimated $597K sold.

Concorde Asset Management first reported a position in NAD in Q1 2025 and held it in 4 quarters. The position peaked at $746K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Concorde Asset Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 51,622 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $597K.
  • Concorde Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2025 and held it in 4 quarters.
  • Concorde Asset Management's Nuveen Quality Municipal Income Fund position peaked at $746K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.