Dakota Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-19,048
| Closed | -$229K | – | 819 |
|
|
2025
Q4 | $229K | Sell |
19,048
-7,883
| -29% | -$94.2K | ﹤0.01% | 710 |
|
|
2025
Q3 | $315K | Sell |
26,931
-32,897
| -55% | -$374K | 0.01% | 549 |
|
|
2025
Q2 | $675K | Sell |
59,828
-217,531
| -78% | -$2.44M | 0.01% | 464 |
|
|
2025
Q1 | $3.2M | Sell |
277,359
-60,640
| -18% | -$712K | 0.07% | 196 |
|
|
2024
Q4 | $3.94M | Sell |
337,999
-99,199
| -23% | -$1.19M | 0.09% | 176 |
|
|
2024
Q3 | $5.41M | Sell |
437,198
-91,387
| -17% | -$1.1M | 0.12% | 152 |
|
|
2024
Q2 | $6.21M | Buy |
528,585
+45,837
| +9% | +$517K | 0.15% | 125 |
|
|
2024
Q1 | $5.53M | Buy |
482,748
+6,441
| +1% | +$72.8K | 0.14% | 146 |
|
|
2023
Q4 | $5.45M | Buy |
476,307
+19,617
| +4% | +$207K | 0.21% | 116 |
|
|
2023
Q3 | $4.63M | Buy |
456,690
+143,726
| +46% | +$1.56M | 0.2% | 120 |
|
|
2023
Q2 | $3.53M | Buy |
312,964
+127,700
| +69% | +$1.44M | 0.17% | 128 |
|
|
2023
Q1 | $2.14M | Buy |
185,264
+80,750
| +77% | +$934K | 0.14% | 150 |
|
|
2022
Q4 | $1.23M | Buy |
104,514
+65,419
| +167% | +$735K | 0.09% | 199 |
|
|
2022
Q3 | $430K | Buy |
39,095
+1,950
| +5% | +$24.3K | 0.03% | 367 |
|
|
2022
Q2 | $463K | Sell |
37,145
-32,694
| -47% | -$414K | 0.04% | 289 |
|
|
2022
Q1 | $933K | Buy |
69,839
+4,122
| +6% | +$59.2K | 0.08% | 201 |
|
|
2021
Q4 | $1.06M | Sell |
65,717
-1,043
| -2% | -$16.3K | 0.11% | 154 |
|
|
2021
Q3 | $1.04M | Sell |
66,760
-94,206
| -59% | -$1.53M | 0.12% | 151 |
|
|
2021
Q2 | $2.58M | Sell |
160,966
-63,263
| -28% | -$984K | 0.31% | 92 |
|
|
2021
Q1 | $3.4M | Sell |
224,229
-45,884
| -17% | -$692K | 0.45% | 63 |
|
|
2020
Q4 | $4.15M | Sell |
270,113
-107,092
| -28% | -$1.58M | 0.54% | 52 |
|
|
2020
Q3 | $5.48M | Sell |
377,205
-10,850
| -3% | -$158K | 0.86% | 30 |
|
|
2020
Q2 | $5.44M | Buy |
388,055
+14,809
| +4% | +$202K | 0.93% | 27 |
|
|
2020
Q1 | $5.13M | Buy |
373,246
+33,341
| +10% | +$482K | 1.12% | 23 |
|
|
2019
Q4 | $4.96M | Sell |
339,905
-1,680
| -0.5% | -$24.3K | 0.8% | 37 |
|
|
2019
Q3 | $4.91M | Buy |
341,585
+41,688
| +14% | +$598K | 0.84% | 34 |
|
|
2019
Q2 | $4.2M | Buy |
299,897
+73,611
| +33% | +$1.01M | 0.8% | 34 |
|
|
2019
Q1 | $3.07M | Sell |
226,286
-27,222
| -11% | -$360K | 0.61% | 43 |
|
|
2018
Q4 | $3.21M | Sell |
253,508
-98,805
| -28% | -$1.24M | 0.73% | 38 |
|
|
2018
Q3 | $4.51M | Buy |
+352,313
| New | +$4.63M | 1.01% | 25 |
|
|
2018
Q2 | – | Sell |
-18,400
| Closed | -$242K | – | 205 |
|
|
2018
Q1 | $242K | Buy |
+18,400
| New | +$246K | 0.12% | 75 |
|
Other funds holding NAD
GC
MGAM
Dakota Wealth Management's NAD Position: Q1 2026 in Review
Dakota Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 19,048 shares — an estimated $229K sold.
Dakota Wealth Management first reported a position in NAD in Q1 2018 and held it in 31 quarters. The position peaked at $6.21M in Q2 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.
- Dakota Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
- Dakota Wealth Management sold 19,048 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $229K.
- Dakota Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2018 and held it in 31 quarters.
- Dakota Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $6.21M in Q2 2024.
- 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.