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Fiduciary Financial Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Fiduciary Financial Group’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 		$125K Hold
10,293
– – 0.01% 370
2026
Q1 		$118K Hold
10,293
– – 0.02% 342
2025
Q4 		$124K Sell
10,293
-2,000
-16% -$23.9K 0.02% 327
2025
Q3 		$144K Buy
+12,293
New +$140K 0.02% 319

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCIC
Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Fiduciary Financial Group's NAD Position: Q2 2026 in Review

Fiduciary Financial Group held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 10,293 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #370.

Fiduciary Financial Group first reported a position in NAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $144K in Q3 2025. 129 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Fiduciary Financial Group held 10,293 shares of Nuveen Quality Municipal Income Fund worth $125K as of Q2 2026.
  • Fiduciary Financial Group left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Fiduciary Financial Group's portfolio in Q2 2026, its #370 holding.
  • Fiduciary Financial Group first reported a position in Nuveen Quality Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Fiduciary Financial Group's Nuveen Quality Municipal Income Fund position peaked at $144K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.