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

Icon 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	$148K	Hold	12,246	–	–	0.01%	417
2026 Q1	$142K	Hold	12,246	–	–	0.01%	385
2025 Q4	$147K	Hold	12,246	–	–	0.01%	382
2025 Q3	$143K	Hold	12,246	–	–	0.01%	432
2025 Q2	$138K	Hold	12,246	–	–	0.01%	437
2025 Q1	$141K	Hold	12,246	–	–	0.01%	417
2024 Q4	$143K	Hold	12,246	–	–	0.01%	437
2024 Q3	$152K	Buy	+12,246	New	+$147K	0.01%	407
2022 Q4	$171K	Buy	14,474 +135	+0.9%	+$1.52K	0.02%	314
2022 Q3	$158K	Buy	+14,339	New	+$179K	0.02%	325

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

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

Icon Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 12,246 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #417.

Icon Wealth Advisors first reported a position in NAD in Q3 2022 and has held it in 10 quarters since. The position peaked at $171K in Q4 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Icon Wealth Advisors held 12,246 shares of Nuveen Quality Municipal Income Fund worth $148K as of Q2 2026.
Icon 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 Icon Wealth Advisors's portfolio in Q2 2026, its #417 holding.
Icon Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2022 and has held it in 10 quarters since.
Icon Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $171K in Q4 2022.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.