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Cresset Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Cresset Asset Management’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 		$144K Buy
11,797
+1,050
+10% +$12.4K ﹤0.01% 1630
2026
Q1 		$124K Sell
10,747
-1,953
-15% -$23.5K ﹤0.01% 1520
2025
Q4 		$153K Sell
12,700
-5,609
-31% -$67K ﹤0.01% 1533
2025
Q3 		$215K Buy
18,309
+53
+0.3% +$603 ﹤0.01% 1398
2025
Q2 		$207K Buy
18,256
+1,538
+9% +$17.2K ﹤0.01% 1289
2025
Q1 		$194K Sell
16,718
-1,317
-7% -$15.5K ﹤0.01% 1537
2024
Q4 		$210K Sell
18,035
-27,865
-61% -$335K ﹤0.01% 1539
2024
Q3 		$571K Sell
45,900
-8,311
-15% -$99.8K ﹤0.01% 1444
2024
Q2 		$640K Buy
54,211
+29,868
+123% +$337K ﹤0.01% 1326
2024
Q1 		$280K Buy
24,343
+2,579
+12% +$29.1K ﹤0.01% 1624
2023
Q4 		$249K Sell
21,764
-1,794
-8% -$18.9K ﹤0.01% 1587
2023
Q3 		$239K Buy
23,558
+3,024
+15% +$32.9K ﹤0.01% 1543
2023
Q2 		$232K Buy
20,534
+4,714
+30% +$53.1K ﹤0.01% 1665
2023
Q1 		$182K Sell
15,820
-9,668
-38% -$112K ﹤0.01% 751
2022
Q4 		$112K Buy
25,488
+777
+3% +$8.73K ﹤0.01% 668
2022
Q3 		$273K Sell
24,711
-71,210
-74% -$888K ﹤0.01% 699
2022
Q2 		$1.2M Buy
95,921
+39,785
+71% +$503K 0.01% 339
2022
Q1 		$753K Buy
56,136
+461
+0.8% +$6.62K 0.01% 483
2021
Q4 		$897K Buy
+55,675
New +$872K 0.01% 492
2020
Q2 		– Sell
-17,044
Closed -$235K – 712
2020
Q1 		$235K Buy
+17,044
New +$246K 0.01% 466

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cresset Asset Management's NAD Position: Q2 2026 in Review

Cresset Asset Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 9.8% in Q2 2026, buying an estimated $12.4K and bringing the position to 11,797 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Cresset Asset Management first reported a position in NAD in Q1 2020 and has held it in 20 quarters since. The position peaked at $1.2M in Q2 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Cresset Asset Management held 11,797 shares of Nuveen Quality Municipal Income Fund worth $144K as of Q2 2026.
  • Cresset Asset Management bought 1,050 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $12.4K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1630 holding.
  • Cresset Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and has held it in 20 quarters since.
  • Cresset Asset Management's Nuveen Quality Municipal Income Fund position peaked at $1.2M in Q2 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.