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

Financial Management Professionals’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	$21.1K	Buy	1,732 +635	+58%	+$7.5K	﹤0.01%	440
2026 Q1	$12.7K	Buy	1,097 +12	+1%	+$144	﹤0.01%	498
2025 Q4	$13K	Buy	1,085 +25	+2%	+$299	﹤0.01%	484
2025 Q3	$12.5K	Buy	1,060 +21	+2%	+$239	﹤0.01%	487
2025 Q2	$11.8K	Buy	1,039 +21	+2%	+$236	﹤0.01%	512
2025 Q1	$11.7K	Buy	1,018 +13	+1%	+$153	﹤0.01%	499
2024 Q4	$11.7K	Buy	1,005 +24	+2%	+$289	﹤0.01%	494
2024 Q3	$12K	Buy	981 +19	+2%	+$228	﹤0.01%	503
2024 Q2	$11K	Buy	962 +13	+1%	+$147	﹤0.01%	472
2024 Q1	$11K	Buy	949 +11	+1%	+$124	﹤0.01%	520
2023 Q4	$11K	Buy	938 +11	+1%	+$116	﹤0.01%	518
2023 Q3	$9K	Buy	927 +9	+1%	+$98	﹤0.01%	504
2023 Q2	$10K	Buy	918 +9	+1%	+$101	﹤0.01%	535
2023 Q1	$10K	Buy	909 +10	+1%	+$116	﹤0.01%	565
2022 Q4	$11K	Buy	+899	New	+$10.1K	﹤0.01%	481
2016 Q4	–	Sell	-3,715	Closed	-$55K	–	305
2016 Q3	$55K	Buy	+3,715	New	+$57.6K	0.03%	94

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

Financial Management Professionals's NAD Position: Q2 2026 in Review

Financial Management Professionals increased its Nuveen Quality Municipal Income Fund (NAD) stake by 58% in Q2 2026, buying an estimated $7.5K and bringing the position to 1,732 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Financial Management Professionals first reported a position in NAD in Q3 2016 and has held it in 16 quarters since. The position peaked at $55K in Q3 2016. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Financial Management Professionals held 1,732 shares of Nuveen Quality Municipal Income Fund worth $21.1K as of Q2 2026.
Financial Management Professionals bought 635 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $7.5K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #440 holding.
Financial Management Professionals first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and has held it in 16 quarters since.
Financial Management Professionals's Nuveen Quality Municipal Income Fund position peaked at $55K in Q3 2016.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.