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NAD icon

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

CoreCap 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
Q3 		$146K Sell
14,418
-33,373
-70% -$382K ﹤0.01% 965
2026
Q2 		$579K Buy
47,791
+355
+0.7% +$4.19K 0.02% 506
2026
Q1 		$546K Buy
47,436
+27,639
+140% +$332K 0.02% 494
2025
Q4 		$238K Buy
19,797
+949
+5% +$11.3K 0.01% 734
2025
Q3 		$220K Buy
18,848
+373
+2% +$4.24K 0.01% 773
2025
Q2 		$209K Buy
18,475
+361
+2% +$4.05K 0.01% 732
2025
Q1 		$209K Sell
18,114
-90
-0.5% -$1.06K 0.01% 667
2024
Q4 		$212K Buy
18,204
+5
+0% +$60 0.01% 692
2024
Q3 		$225K Buy
18,199
+15,004
+470% +$180K 0.01% 641
2024
Q2 		$37.5K Sell
3,195
-16,788
-84% -$189K ﹤0.01% 732
2024
Q1 		$229K Buy
19,983
+189
+1% +$2.13K 0.01% 587
2023
Q4 		$227K Buy
19,794
+482
+2% +$5.09K 0.01% 523
2023
Q3 		$196K Sell
19,312
-93
-0.5% -$1.01K 0.01% 510
2023
Q2 		$219K Buy
+19,405
New +$218K 0.02% 512
2022
Q4 		$230K Sell
19,499
-2,155
-10% -$24.2K 0.02% 506
2022
Q3 		$238K Buy
21,654
+17,505
+422% +$218K 0.02% 456
2022
Q2 		$52K Buy
+4,149
New +$52.5K ﹤0.01% 924
2022
Q1 		– Sell
-2,290
Closed -$37K – 1492
2021
Q4 		$37K Buy
+2,290
New +$35.9K ﹤0.01% 1105

Other funds holding NAD

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

CoreCap Advisors's NAD Position: Q3 2026 in Review

CoreCap Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 70% in Q3 2026, selling an estimated $382K and leaving 14,418 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

CoreCap Advisors first reported a position in NAD in Q4 2021 and has held it in 18 quarters since. The position peaked at $579K in Q2 2026. 10 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

  • CoreCap Advisors held 14,418 shares of Nuveen Quality Municipal Income Fund worth $146K as of Q3 2026.
  • CoreCap Advisors sold 33,373 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $382K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #965 holding.
  • CoreCap Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Nuveen Quality Municipal Income Fund position peaked at $579K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.