Congress Park Capital’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Congress Park Capital’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	$7.5M	Buy	618,500 +17,500	+3%	+$207K	2.02%	17
2026 Q1	$6.91M	Hold	601,000	–	–	2.12%	17
2025 Q4	$7.22M	Sell	601,000 -23,000	-4%	-$275K	2.16%	15
2025 Q3	$7.29M	Buy	624,000 +84,000	+16%	+$955K	2.27%	15
2025 Q2	$6.1M	Buy	540,000 +67,500	+14%	+$757K	2%	18
2025 Q1	$5.44M	Sell	472,500 -1,750	-0.4%	-$20.6K	2.06%	17
2024 Q4	$5.53M	Buy	474,250 +70,000	+17%	+$842K	2.01%	18
2024 Q3	$5M	Buy	404,250 +139,250	+53%	+$1.67M	1.86%	16
2024 Q2	$3.11M	Buy	265,000 +40,000	+18%	+$451K	1.25%	23
2024 Q1	$2.58M	Buy	225,000 +60,000	+36%	+$678K	1.14%	27
2023 Q4	$1.89M	Buy	165,000 +106,500	+182%	+$1.12M	0.92%	34
2023 Q3	$593K	Sell	58,500 -140,000	-71%	-$1.52M	0.31%	71
2023 Q2	$2.24M	Sell	198,500 -41,000	-17%	-$462K	1.12%	24
2023 Q1	$2.76M	Sell	239,500 -48,000	-17%	-$555K	1.44%	16
2022 Q4	$3.39M	Sell	287,500 -30,000	-9%	-$337K	1.99%	12
2022 Q3	$3.49M	Buy	317,500 +12,500	+4%	+$156K	2.02%	13
2022 Q2	$3.8M	Sell	305,000 -19,865	-6%	-$251K	2.31%	10
2022 Q1	$4.34M	Buy	324,865 +12,000	+4%	+$172K	2.18%	10
2021 Q4	$5.04M	Sell	312,865 -2,000	-0.6%	-$31.3K	2.48%	9
2021 Q3	$4.92M	Sell	314,865 -4,635	-1%	-$75.1K	2.52%	11
2021 Q2	$5.12M	Buy	319,500 +31,500	+11%	+$490K	2.56%	13
2021 Q1	$4.36M	Buy	288,000 +52,000	+22%	+$785K	2.44%	14
2020 Q4	$3.63M	Buy	236,000 +76,000	+48%	+$1.12M	2.15%	16
2020 Q3	$2.32M	Hold	160,000	–	–	1.44%	20
2020 Q2	$2.24M	Buy	+160,000	New	+$2.18M	1.72%	17

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

Congress Park Capital's NAD Position: Q2 2026 in Review

Congress Park Capital increased its Nuveen Quality Municipal Income Fund (NAD) stake by 2.9% in Q2 2026, buying an estimated $207K and bringing the position to 618,500 shares worth $7.5M. The position accounts for 2.02% of the portfolio, ranked #17.

Congress Park Capital first reported a position in NAD in Q2 2020 and has held it in 25 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Congress Park Capital held 618,500 shares of Nuveen Quality Municipal Income Fund worth $7.5M as of Q2 2026.
Congress Park Capital bought 17,500 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $207K.
Nuveen Quality Municipal Income Fund made up 2.02% of Congress Park Capital's portfolio in Q2 2026, its #17 holding.
Congress Park Capital first reported a position in Nuveen Quality Municipal Income Fund in Q2 2020 and has held it in 25 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.