Institute for Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Institute for Wealth Management’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	$167K	Hold	13,804	–	–	0.01%	557
2026 Q1	$159K	Hold	13,804	–	–	0.02%	535
2025 Q4	$166K	Hold	13,804	–	–	0.02%	530
2025 Q3	$161K	Hold	13,804	–	–	0.02%	549
2025 Q2	$156K	Hold	13,804	–	–	0.02%	550
2025 Q1	$159K	Hold	13,804	–	–	0.02%	516
2024 Q4	$161K	Hold	13,804	–	–	0.02%	495
2024 Q3	$171K	Hold	13,804	–	–	0.02%	526
2024 Q2	$162K	Hold	13,804	–	–	0.02%	491
2024 Q1	$158K	Hold	13,804	–	–	0.02%	496
2023 Q4	$158K	Hold	13,804	–	–	0.03%	473
2023 Q3	$140K	Hold	13,804	–	–	0.03%	444
2023 Q2	$156K	Buy	+13,804	New	+$155K	0.03%	448

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

Institute for Wealth Management's NAD Position: Q2 2026 in Review

Institute for Wealth Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 13,804 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #557.

Institute for Wealth Management first reported a position in NAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $171K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Institute for Wealth Management held 13,804 shares of Nuveen Quality Municipal Income Fund worth $167K as of Q2 2026.
Institute for Wealth Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #557 holding.
Institute for Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2023 and has held it in 13 quarters since.
Institute for Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $171K in Q3 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.