IWC
NAD icon

Integrated Wealth Concepts’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Integrated Wealth Concepts’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 		$312K Buy
25,733
+491
+2% +$5.8K ﹤0.01% 1957
2026
Q1 		$290K Buy
25,242
+530
+2% +$6.37K ﹤0.01% 1880
2025
Q4 		$297K Sell
24,712
-688
-3% -$8.22K ﹤0.01% 1329
2025
Q3 		$297K Hold
25,400
– – ﹤0.01% 1636
2025
Q2 		$287K Sell
25,400
-70
-0.3% -$785 ﹤0.01% 1574
2025
Q1 		$293K Sell
25,470
-942
-4% -$11.1K ﹤0.01% 1415
2024
Q4 		$308K Sell
26,412
-3,794
-13% -$45.7K ﹤0.01% 1347
2024
Q3 		$374K Sell
30,206
-162
-0.5% -$1.95K ﹤0.01% 1215
2024
Q2 		$357K Hold
30,368
– – ﹤0.01% 1223
2024
Q1 		$348K Buy
30,368
+1,530
+5% +$17.3K 0.01% 1237
2023
Q4 		$330K Sell
28,838
-11,765
-29% -$124K 0.01% 1216
2023
Q3 		$412K Sell
40,603
-572
-1% -$6.22K 0.01% 1066
2023
Q2 		$464K Buy
41,175
+572
+1% +$6.44K 0.01% 1011
2023
Q1 		$468K Buy
40,603
+3,794
+10% +$43.9K 0.01% 876
2022
Q4 		$434K Buy
+36,809
New +$414K 0.01% 701

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

Integrated Wealth Concepts's NAD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.9% in Q2 2026, buying an estimated $5.8K and bringing the position to 25,733 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Integrated Wealth Concepts first reported a position in NAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $468K in Q1 2023. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Integrated Wealth Concepts held 25,733 shares of Nuveen Quality Municipal Income Fund worth $312K as of Q2 2026.
  • Integrated Wealth Concepts bought 491 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $5.8K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1957 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's Nuveen Quality Municipal Income Fund position peaked at $468K in Q1 2023.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.