Fortitude Advisory Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Fortitude Advisory Group’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	$431K	Buy	35,591 +1,621	+5%	+$19.1K	0.16%	120
2026 Q1	$391K	Hold	33,970	–	–	0.18%	122
2025 Q4	$408K	Hold	33,970	–	–	0.17%	99
2025 Q3	$397K	Hold	33,970	–	–	0.21%	98
2025 Q2	$384K	Buy	33,970 +1,235	+4%	+$13.9K	0.22%	97
2025 Q1	$363K	Hold	32,735	–	–	0.26%	89
2024 Q4	$382K	Hold	32,735	–	–	0.23%	89
2024 Q3	$405K	Buy	32,735 +1,086	+3%	+$13K	0.26%	93
2024 Q2	$372K	Buy	31,649 +2,058	+7%	+$23.2K	0.22%	94
2024 Q1	$339K	Buy	29,591 +529	+2%	+$5.98K	0.19%	116
2023 Q4	$333K	Buy	29,062 +2,186	+8%	+$23.1K	0.2%	112
2023 Q3	$273K	Buy	26,876 +884	+3%	+$9.62K	0.18%	128
2023 Q2	$293K	Hold	25,992	–	–	0.22%	118
2023 Q1	$300K	Hold	25,992	–	–	0.23%	117
2022 Q4	$307K	Hold	25,992	–	–	0.26%	114
2022 Q3	$286K	Hold	25,992	–	–	0.27%	101
2022 Q2	$324K	Buy	25,992 +252	+1%	+$3.19K	0.3%	94
2022 Q1	$344K	Hold	25,740	–	–	0.18%	102
2021 Q4	$415K	Buy	+25,740	New	+$403K	0.21%	86

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

Fortitude Advisory Group's NAD Position: Q2 2026 in Review

Fortitude Advisory Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 4.8% in Q2 2026, buying an estimated $19.1K and bringing the position to 35,591 shares worth $431K. The position accounts for 0.16% of the portfolio, ranked #120.

Fortitude Advisory Group first reported a position in NAD in Q4 2021 and has held it in 19 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Fortitude Advisory Group held 35,591 shares of Nuveen Quality Municipal Income Fund worth $431K as of Q2 2026.
Fortitude Advisory Group bought 1,621 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $19.1K.
Nuveen Quality Municipal Income Fund made up 0.16% of Fortitude Advisory Group's portfolio in Q2 2026, its #120 holding.
Fortitude Advisory Group first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.