Fort Point Capital Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Fort Point Capital Partners’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	$130K	Sell	10,646 -4,022	-27%	-$47.5K	0.01%	251
2026 Q1	$170K	Buy	+14,668	New	+$176K	0.02%	223
2024 Q3	–	Sell	-436,590	Closed	-$5.13M	–	325
2024 Q2	$5.13M	Buy	436,590 +63,491	+17%	+$716K	0.65%	35
2024 Q1	$4.28M	Buy	373,099 +296,273	+386%	+$3.35M	0.57%	35
2023 Q4	$880K	Buy	76,826 +43,302	+129%	+$457K	0.13%	117
2023 Q3	$340K	Buy	33,524 +18,691	+126%	+$203K	0.05%	190
2023 Q2	$167K	Buy	+14,833	New	+$167K	0.02%	277

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

Fort Point Capital Partners's NAD Position: Q2 2026 in Review

Fort Point Capital Partners reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 27% in Q2 2026, selling an estimated $47.5K and leaving 10,646 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #251.

Fort Point Capital Partners first reported a position in NAD in Q2 2023 and has held it in 7 quarters since. The position peaked at $5.13M in Q2 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Fort Point Capital Partners held 10,646 shares of Nuveen Quality Municipal Income Fund worth $130K as of Q2 2026.
Fort Point Capital Partners sold 4,022 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $47.5K.
Nuveen Quality Municipal Income Fund made up 0.01% of Fort Point Capital Partners's portfolio in Q2 2026, its #251 holding.
Fort Point Capital Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2023 and has held it in 7 quarters since.
Fort Point Capital Partners's Nuveen Quality Municipal Income Fund position peaked at $5.13M in Q2 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.