Focus Partners Wealth
NAD icon

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

Focus Partners Wealth’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 		$707K Buy
58,329
+674
+1% +$7.96K ﹤0.01% 1793
2026
Q1 		$663K Sell
57,655
-2,875
-5% -$34.5K ﹤0.01% 1796
2025
Q4 		$723K Buy
60,530
+43,640
+258% +$522K ﹤0.01% 1772
2025
Q3 		$197K Sell
16,890
-13,984
-45% -$159K ﹤0.01% 2065
2025
Q2 		$349K Buy
30,874
+10,176
+49% +$114K ﹤0.01% 1601
2025
Q1 		$238K Buy
20,698
+8,834
+74% +$104K ﹤0.01% 1683
2024
Q4 		$138K Buy
+11,864
New +$143K ﹤0.01% 1772

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Focus Partners Wealth's NAD Position: Q2 2026 in Review

Focus Partners Wealth increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.2% in Q2 2026, buying an estimated $7.96K and bringing the position to 58,329 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

Focus Partners Wealth first reported a position in NAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $723K in Q4 2025. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Focus Partners Wealth held 58,329 shares of Nuveen Quality Municipal Income Fund worth $707K as of Q2 2026.
  • Focus Partners Wealth bought 674 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $7.96K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1793 holding.
  • Focus Partners Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Nuveen Quality Municipal Income Fund position peaked at $723K in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.