Global Retirement Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Global Retirement 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	$317K	Buy	+26,130	New	+$309K	﹤0.01%	1301
2025 Q4	$455K	Buy	37,859 +35,849	+1,784%	+$428K	0.01%	998
2025 Q3	$23.5K	Hold	2,010	–	–	﹤0.01%	2323
2025 Q2	$22.7K	Buy	+2,010	New	+$22.5K	﹤0.01%	2223
2024 Q4	$30.2K	Buy	2,588 +14	+0.5%	+$168	﹤0.01%	1862
2024 Q3	$31.9K	Buy	2,574 +10	+0.4%	+$120	﹤0.01%	1770
2024 Q2	$30.1K	Sell	2,564 -53	-2%	-$598	﹤0.01%	1791
2024 Q1	$30K	Buy	2,617 +4	+0.2%	+$45	﹤0.01%	1637
2023 Q4	$29.4K	Buy	2,613 +7	+0.3%	+$74	﹤0.01%	1570
2023 Q3	$26.4K	Buy	2,606 +7	+0.3%	+$76	﹤0.01%	1537
2023 Q2	$29.3K	Buy	2,599 +2	+0.1%	+$23	﹤0.01%	1507
2023 Q1	$29.5K	Buy	2,597 +7	+0.3%	+$81	﹤0.01%	1477
2022 Q4	$30.6K	Buy	2,590 +519	+25%	+$5.83K	﹤0.01%	1299
2022 Q3	$22K	Hold	2,071	–	–	﹤0.01%	1355
2022 Q2	$26K	Hold	2,071	–	–	﹤0.01%	1248
2022 Q1	$25K	Buy	+2,071	New	+$29.7K	﹤0.01%	1270
2021 Q2	–	Sell	-950	Closed	-$14K	–	1909
2021 Q1	$14K	Sell	950 -172	-15%	-$2.6K	﹤0.01%	1209
2020 Q4	$17K	Buy	1,122 +172	+18%	+$2.54K	﹤0.01%	1094
2020 Q3	$14K	Hold	950	–	–	﹤0.01%	1048
2020 Q2	$13K	Hold	950	–	–	﹤0.01%	1039
2020 Q1	$13K	Hold	950	–	–	﹤0.01%	952
2019 Q4	$14K	Hold	950	–	–	﹤0.01%	1072
2019 Q3	$14K	Hold	950	–	–	﹤0.01%	1033
2019 Q2	$13K	Hold	950	–	–	﹤0.01%	1044
2019 Q1	$13K	Hold	950	–	–	﹤0.01%	981
2018 Q4	$12K	Hold	950	–	–	﹤0.01%	913
2018 Q3	$12K	Hold	950	–	–	﹤0.01%	988
2018 Q2	$13K	Hold	950	–	–	﹤0.01%	934
2018 Q1	$12K	Hold	950	–	–	﹤0.01%	912
2017 Q4	$13K	Hold	950	–	–	﹤0.01%	828
2017 Q3	$15K	Hold	950	–	–	0.01%	721
2017 Q2	$15K	Hold	950	–	–	0.01%	677
2017 Q1	$15K	Hold	950	–	–	0.01%	633
2016 Q4	$15K	Buy	+950	New	+$13.2K	0.01%	589

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

Global Retirement Partners's NAD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q2 2026: 26,130 shares worth $317K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NAD as recently as Q4 2025.

Global Retirement Partners first reported a position in NAD in Q4 2016 and has held it in 34 quarters since. The position peaked at $455K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Global Retirement Partners held 26,130 shares of Nuveen Quality Municipal Income Fund worth $317K as of Q2 2026.
Nuveen Quality Municipal Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1301 holding.
Global Retirement Partners first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 34 quarters since.
Global Retirement Partners's Nuveen Quality Municipal Income Fund position peaked at $455K in Q4 2025.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.