FMP
NAD icon

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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return