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GeoWealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

GeoWealth Management’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 		– Sell
-36,814
Closed -$443K – 892
2025
Q4 		$443K Sell
36,814
-13,515
-27% -$162K 0.02% 474
2025
Q3 		$588K Buy
50,329
+216
+0.4% +$2.46K 0.02% 407
2025
Q2 		$566K Sell
50,113
-9,413
-16% -$106K 0.02% 381
2025
Q1 		$686K Sell
59,526
-9,409
-14% -$111K 0.03% 362
2024
Q4 		$804K Buy
68,935
+5,936
+9% +$71.4K 0.03% 353
2024
Q3 		$780K Buy
62,999
+23,267
+59% +$279K 0.03% 364
2024
Q2 		$466K Sell
39,732
-37,373
-48% -$421K 0.02% 451
2024
Q1 		$884K Sell
77,105
-13,551
-15% -$153K 0.03% 322
2023
Q4 		$1.04M Buy
+90,656
New +$957K 0.09% 205

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GeoWealth Management's NAD Position: Q1 2026 in Review

GeoWealth Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 36,814 shares — an estimated $443K sold.

GeoWealth Management first reported a position in NAD in Q4 2023 and held it in 9 quarters. The position peaked at $1.04M in Q4 2023. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • GeoWealth Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 36,814 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $443K.
  • GeoWealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 9 quarters.
  • GeoWealth Management's Nuveen Quality Municipal Income Fund position peaked at $1.04M in Q4 2023.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.