EWA
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EP Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

EP Wealth Advisors’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 		– Sell
-13,006
Closed -$150K – 1827
2026
Q1 		$150K Buy
+13,006
New +$156K ﹤0.01% 1430
2025
Q1 		– Sell
-14,716
Closed -$172K – 1344
2024
Q4 		$172K Buy
14,716
+1,186
+9% +$14.3K ﹤0.01% 1113
2024
Q3 		$168K Buy
+13,530
New +$162K ﹤0.01% 1082

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

EP Wealth Advisors's NAD Position: Q2 2026 in Review

EP Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 13,006 shares — an estimated $150K sold.

EP Wealth Advisors first reported a position in NAD in Q3 2024 and held it in 3 quarters. The position peaked at $172K in Q4 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • EP Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 13,006 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $150K.
  • EP Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $172K in Q4 2024.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.