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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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

EP Wealth Advisors's NAD Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q1 2026: 13,006 shares worth $150K. The stake represents ﹤0.01% of the portfolio and ranks #1430 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in NAD as recently as Q4 2024.

EP Wealth Advisors first reported a position in NAD in Q3 2024 and has held it in 3 quarters since. The position peaked at $172K in Q4 2024. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • EP Wealth Advisors held 13,006 shares of Nuveen Quality Municipal Income Fund worth $150K as of Q1 2026.
  • Nuveen Quality Municipal Income Fund was a new EP Wealth Advisors position in Q1 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1430 holding.
  • EP Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $172K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.