IFG
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Independent Financial Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Independent Financial Group’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 		$346K Buy
28,508
+206
+0.7% +$2.43K 0.01% 1167
2026
Q1 		$325K Buy
28,302
+147
+0.5% +$1.77K 0.01% 1119
2025
Q4 		$338K Sell
28,155
-970
-3% -$11.6K 0.01% 1089
2025
Q3 		$340K Buy
29,125
+272
+0.9% +$3.09K 0.01% 1030
2025
Q2 		$326K Sell
28,853
-741
-3% -$8.31K 0.01% 986
2025
Q1 		$341K Buy
29,594
+1,079
+4% +$12.7K 0.01% 876
2024
Q4 		$332K Buy
28,515
+504
+2% +$6.07K 0.01% 865
2024
Q3 		$347K Buy
28,011
+256
+0.9% +$3.07K 0.01% 815
2024
Q2 		$326K Buy
27,755
+1,515
+6% +$17.1K 0.01% 789
2024
Q1 		$301K Buy
26,240
+105
+0.4% +$1.19K 0.01% 779
2023
Q4 		$299K Sell
26,135
-1,160
-4% -$12.2K 0.02% 724
2023
Q3 		$277K Buy
27,295
+1,402
+5% +$15.3K 0.02% 691
2023
Q2 		$292K Buy
25,893
+1,094
+4% +$12.3K 0.02% 653
2023
Q1 		$286K Buy
24,799
+6,043
+32% +$69.9K 0.02% 627
2022
Q4 		$221K Buy
18,756
+1,681
+10% +$18.9K 0.02% 684
2022
Q3 		$188K Buy
17,075
+3,150
+23% +$39.3K 0.02% 677
2022
Q2 		$174K Hold
13,925
– – 0.02% 649
2022
Q1 		$186K Sell
13,925
-5,472
-28% -$78.6K 0.02% 736
2021
Q4 		$312K Buy
19,397
+5,472
+39% +$85.7K 0.03% 578
2021
Q3 		$218K Hold
13,925
– – 0.02% 641
2021
Q2 		$223K Hold
13,925
– – 0.02% 632
2021
Q1 		$211K Sell
13,925
-815
-6% -$12.3K 0.03% 582
2020
Q4 		$227K Buy
14,740
+2,502
+20% +$37K 0.03% 495
2020
Q3 		$178K Hold
12,238
– – 0.03% 465
2020
Q2 		$172K Hold
12,238
– – 0.04% 431
2020
Q1 		$168K Buy
+12,238
New +$177K 0.05% 350

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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 $3.5B 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

Independent Financial Group's NAD Position: Q2 2026 in Review

Independent Financial Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 0.73% in Q2 2026, buying an estimated $2.43K and bringing the position to 28,508 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #1167.

Independent Financial Group first reported a position in NAD in Q1 2020 and has held it in 26 quarters since. The position peaked at $347K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Independent Financial Group held 28,508 shares of Nuveen Quality Municipal Income Fund worth $346K as of Q2 2026.
  • Independent Financial Group bought 206 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $2.43K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1167 holding.
  • Independent Financial Group first reported a position in Nuveen Quality Municipal Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Nuveen Quality Municipal Income Fund position peaked at $347K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.