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

Financial Consulate’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 		$61.3K Hold
5,330
– – 0.01% 292
2025
Q4 		$64.1K Sell
5,330
-1,108
-17% -$13.2K 0.01% 290
2025
Q3 		$75.3K Buy
+6,438
New +$73.2K 0.01% 266

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

Financial Consulate's NAD Position: Q1 2026 in Review

Financial Consulate held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2026 at 5,330 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #292.

Financial Consulate first reported a position in NAD in Q3 2025 and has held it in 3 quarters since. The position peaked at $75.3K in Q3 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Financial Consulate held 5,330 shares of Nuveen Quality Municipal Income Fund worth $61.3K as of Q1 2026.
  • Financial Consulate left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #292 holding.
  • Financial Consulate first reported a position in Nuveen Quality Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Nuveen Quality Municipal Income Fund position peaked at $75.3K in Q3 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.