CAS
NAD icon

Coppell Advisory Solutions’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Coppell Advisory Solutions’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
2025
Q2 		– Sell
-35,538
Closed -$3.87M – 411
2025
Q1 		$3.87M Buy
35,538
+35,230
+11,438% +$414K 0.54% 37
2024
Q4 		$3.56K Buy
+308
New +$3.71K ﹤0.01% 1414

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Coppell Advisory Solutions's NAD Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2025, closing a stake of 35,538 shares — an estimated $3.87M sold.

Coppell Advisory Solutions first reported a position in NAD in Q4 2024 and held it in 2 quarters. The position peaked at $3.87M in Q1 2025. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 35,538 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $3.87M.
  • Coppell Advisory Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Nuveen Quality Municipal Income Fund position peaked at $3.87M in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.