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 Q3	$10K	Hold	1,003	–	–	﹤0.01%	1355
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

CX Institutional's NAD Position: Q3 2026 in Review

CX Institutional held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2026 at 1,003 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

CX Institutional first reported a position in NAD in Q3 2020 and has held it in 6 quarters since. The position peaked at $25K in Q2 2022. 78 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

CX Institutional held 1,003 shares of Nuveen Quality Municipal Income Fund worth $10K as of Q3 2026.
CX Institutional left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1355 holding.
CX Institutional first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and has held it in 6 quarters since.
CX Institutional's Nuveen Quality Municipal Income Fund position peaked at $25K in Q2 2022.
78 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.