CX Institutional’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

CX Institutional’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	$12K	Hold	1,003	–	–	﹤0.01%	1270
2026 Q1	$12K	Buy	+1,003	New	+$12.1K	﹤0.01%	1254
2025 Q4	–	Sell	-1,930	Closed	-$23K	–	1568
2025 Q3	$23K	Buy	+1,930	New	+$21.9K	﹤0.01%	1073
2022 Q3	–	Sell	-1,993	Closed	-$25K	–	899
2022 Q2	$25K	Buy	+1,993	New	+$25.2K	﹤0.01%	799
2020 Q4	–	Sell	-895	Closed	-$13K	–	890
2020 Q3	$13K	Buy	+895	New	+$13K	﹤0.01%	633

Other funds holding NAD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCL

Wealth Care LLC Merritt Island, Florida $123M AUM

CX Institutional's NAD Position: Q2 2026 in Review

CX Institutional held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 1,003 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

CX Institutional first reported a position in NAD in Q3 2020 and has held it in 5 quarters since. The position peaked at $25K in Q2 2022. 63 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

CX Institutional held 1,003 shares of Nuveen Quality Municipal Income Fund worth $12K as of Q2 2026.
CX Institutional left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1270 holding.
CX Institutional first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and has held it in 5 quarters since.
CX Institutional's Nuveen Quality Municipal Income Fund position peaked at $25K in Q2 2022.
63 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.