HWA
NAD icon

Heritage Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Heritage Wealth Advisors’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 		$12.2K Hold
1,003
– – ﹤0.01% 503
2026
Q1 		$11.5K Buy
+1,003
New +$12.1K ﹤0.01% 504

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Bank of America
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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 $3.5B AUM 41.95% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Heritage Wealth Advisors's NAD Position: Q2 2026 in Review

Heritage Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 1,003 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Heritage Wealth Advisors first reported a position in NAD in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Heritage Wealth Advisors held 1,003 shares of Nuveen Quality Municipal Income Fund worth $12.2K as of Q2 2026.
  • Heritage Wealth Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #503 holding.
  • Heritage Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.