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

Concurrent Investment 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	$1.05M	Buy	86,288 +20,629	+31%	+$244K	0.01%	982
2026 Q1	$755K	Buy	65,659 +14,584	+29%	+$175K	0.01%	1012
2025 Q4	$614K	Sell	51,075 -4,681	-8%	-$55.9K	0.01%	1057
2025 Q3	$652K	Buy	55,756 +3,384	+6%	+$38.5K	0.01%	803
2025 Q2	$591K	Sell	52,372 -8,056	-13%	-$90.4K	0.01%	785
2025 Q1	$696K	Buy	60,428 +4,184	+7%	+$49.1K	0.02%	645
2024 Q4	$656K	Sell	56,244 -2,737	-5%	-$32.9K	0.02%	600
2024 Q3	$730K	Buy	58,981 +13,676	+30%	+$164K	0.02%	535
2024 Q2	$532K	Buy	45,305 +2,470	+6%	+$27.9K	0.02%	569
2024 Q1	$491K	Sell	42,835 -2,255	-5%	-$25.5K	0.02%	557
2023 Q4	$516K	Buy	+45,090	New	+$476K	0.02%	490

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

Concurrent Investment Advisors's NAD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 31% in Q2 2026, buying an estimated $244K and bringing the position to 86,288 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #982.

Concurrent Investment Advisors first reported a position in NAD in Q4 2023 and has held it in 11 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Concurrent Investment Advisors held 86,288 shares of Nuveen Quality Municipal Income Fund worth $1.05M as of Q2 2026.
Concurrent Investment Advisors bought 20,629 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $244K.
Nuveen Quality Municipal Income Fund made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #982 holding.
Concurrent Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.