BFC Planning, Inc.’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

BFC Planning, Inc.’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	$715K	Buy	58,994 +5,212	+10%	+$61.5K	0.03%	490
2026 Q1	$618K	Buy	53,782 +13,375	+33%	+$161K	0.03%	497
2025 Q4	$486K	Buy	40,407 +21,907	+118%	+$262K	0.02%	559
2025 Q3	$216K	Buy	18,500 +4,000	+28%	+$45.5K	0.02%	645
2025 Q2	$164K	Buy	14,500 +10,500	+263%	+$118K	0.01%	703
2025 Q1	$46.1K	Buy	4,000 +1,000	+33%	+$11.7K	﹤0.01%	1139
2024 Q4	$35K	Buy	+3,000	New	+$36.1K	﹤0.01%	1251

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 $765B AUM 28.39% 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 $375B AUM 21.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

BFC Planning, Inc.'s NAD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Nuveen Quality Municipal Income Fund (NAD) stake by 9.7% in Q2 2026, buying an estimated $61.5K and bringing the position to 58,994 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #490.

BFC Planning, Inc. first reported a position in NAD in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

BFC Planning, Inc. held 58,994 shares of Nuveen Quality Municipal Income Fund worth $715K as of Q2 2026.
BFC Planning, Inc. bought 5,212 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $61.5K.
Nuveen Quality Municipal Income Fund made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #490 holding.
BFC Planning, Inc. first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.