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Global Wealth Strategies & Associates’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-3,954
Closed -$45.5K – 313
2026
Q1 		$45.5K Hold
3,954
– – 0.01% 178
2025
Q4 		$47.5K Sell
3,954
-1,573
-28% -$18.8K 0.01% 158
2025
Q3 		$64.6K Buy
+5,527
New +$62.9K 0.02% 128

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Global Wealth Strategies & Associates's NAD Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 3,954 shares — an estimated $45.5K sold.

Global Wealth Strategies & Associates first reported a position in NAD in Q3 2025 and held it in 3 quarters. The position peaked at $64.6K in Q3 2025. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3,954 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $45.5K.
  • Global Wealth Strategies & Associates first reported a position in Nuveen Quality Municipal Income Fund in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Nuveen Quality Municipal Income Fund position peaked at $64.6K in Q3 2025.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.