Focus Partners Advisor Solutions’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Focus Partners Advisor Solutions’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
2025 Q1	–	Sell	-188,018	Closed	-$2.19M	–	1007
2024 Q4	$2.19M	Buy	+188,018	New	+$2.26M	0.04%	213
2023 Q1	–	Sell	-23,403	Closed	-$276K	–	381
2022 Q4	$276K	Buy	23,403 +305	+1%	+$3.43K	0.02%	276
2022 Q3	$254K	Buy	23,098 +303	+1%	+$3.78K	0.02%	338
2022 Q2	$284K	Buy	22,795 +307	+1%	+$3.88K	0.02%	267
2022 Q1	$300K	Buy	+22,488	New	+$323K	0.03%	241

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Advisor Solutions's NAD Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 188,018 shares — an estimated $2.19M sold.

Focus Partners Advisor Solutions first reported a position in NAD in Q1 2022 and held it in 5 quarters. The position peaked at $2.19M in Q4 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 188,018 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $2.19M.
Focus Partners Advisor Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q1 2022 and held it in 5 quarters.
Focus Partners Advisor Solutions's Nuveen Quality Municipal Income Fund position peaked at $2.19M in Q4 2024.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.