Drive Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Drive Wealth 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
2024 Q4	–	Sell	-15,800	Closed	-$197K	–	371
2024 Q3	$197K	Sell	15,800 -6,150	-28%	-$73.8K	0.05%	296
2024 Q2	$259K	Hold	21,950	–	–	0.07%	232
2024 Q1	$253K	Hold	21,950	–	–	0.07%	234
2023 Q4	$251K	Buy	21,950 +10,200	+87%	+$108K	0.08%	231
2023 Q3	$120K	Buy	+11,750	New	+$128K	0.04%	259
2023 Q1	–	Sell	-17,069	Closed	-$201K	–	305
2022 Q4	$201K	Sell	17,069 -18,503	-52%	-$208K	0.1%	222
2022 Q3	$393K	Sell	35,572 -5,867	-14%	-$73.2K	0.37%	79
2022 Q2	$519K	Buy	41,439 +257	+0.6%	+$3.25K	0.47%	56
2022 Q1	$553K	Buy	41,182 +208	+0.5%	+$2.99K	0.47%	54
2021 Q4	$660K	Buy	+40,974	New	+$642K	0.58%	40

Other funds holding NAD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

Drive Wealth Management's NAD Position: Q4 2024 in Review

Drive Wealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 15,800 shares — an estimated $197K sold.

Drive Wealth Management first reported a position in NAD in Q4 2021 and held it in 10 quarters. The position peaked at $660K in Q4 2021. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

Drive Wealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
Drive Wealth Management sold 15,800 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $197K.
Drive Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and held it in 10 quarters.
Drive Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $660K in Q4 2021.
295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on Drive Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.