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

Crescent Grove 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 Q1	–	Sell	-31,735	Closed	-$381K	–	324
2025 Q4	$381K	Sell	31,735 -8,560	-21%	-$102K	0.04%	206
2025 Q3	$474K	Sell	40,295 -23,301	-37%	-$265K	0.05%	176
2025 Q2	$723K	Sell	63,596 -250	-0.4%	-$2.8K	0.07%	137
2025 Q1	$740K	Sell	63,846 -3,000	-4%	-$35.2K	0.08%	128
2024 Q4	$779K	Sell	66,846 -8,595	-11%	-$103K	0.08%	127
2024 Q3	$940K	Sell	75,441 -3,380	-4%	-$40.6K	0.1%	120
2024 Q2	$931K	Buy	78,821 +19,931	+34%	+$225K	0.1%	115
2024 Q1	$677K	Buy	+58,890	New	+$665K	0.07%	147

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Crescent Grove Advisors's NAD Position: Q1 2026 in Review

Crescent Grove Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 31,735 shares — an estimated $381K sold.

Crescent Grove Advisors first reported a position in NAD in Q1 2024 and held it in 8 quarters. The position peaked at $940K in Q3 2024. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Crescent Grove Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Crescent Grove Advisors sold 31,735 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $381K.
Crescent Grove Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2024 and held it in 8 quarters.
Crescent Grove Advisors's Nuveen Quality Municipal Income Fund position peaked at $940K in Q3 2024.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.