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 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 $1.66T 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

Fort Point Capital Partners's NAD Position: Q1 2026 in Review

Fort Point Capital Partners opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q1 2026: 14,668 shares worth $170K. The stake represents 0.02% of the portfolio and ranks #223 among its holdings. This is a return to the name: Fort Point Capital Partners previously reported a position in NAD as recently as Q2 2024.

Fort Point Capital Partners first reported a position in NAD in Q2 2023 and has held it in 6 quarters since. The position peaked at $5.13M in Q2 2024. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Fort Point Capital Partners held 14,668 shares of Nuveen Quality Municipal Income Fund worth $170K as of Q1 2026.
Nuveen Quality Municipal Income Fund was a new Fort Point Capital Partners position in Q1 2026.
Nuveen Quality Municipal Income Fund made up 0.02% of Fort Point Capital Partners's portfolio in Q1 2026, its #223 holding.
Fort Point Capital Partners first reported a position in Nuveen Quality Municipal Income Fund in Q2 2023 and has held it in 6 quarters since.
Fort Point Capital Partners's Nuveen Quality Municipal Income Fund position peaked at $5.13M in Q2 2024.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.