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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Focus Partners Wealth's NAD Position: Q1 2026 in Review

Focus Partners Wealth reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 4.7% in Q1 2026, selling an estimated $34.5K and leaving 57,655 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Focus Partners Wealth first reported a position in NAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $723K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Focus Partners Wealth held 57,655 shares of Nuveen Quality Municipal Income Fund worth $663K as of Q1 2026.
Focus Partners Wealth sold 2,875 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $34.5K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1796 holding.
Focus Partners Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
Focus Partners Wealth's Nuveen Quality Municipal Income Fund position peaked at $723K in Q4 2025.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.