JWA
NAD icon

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

JFS 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 		$1.44M Buy
118,724
+84
+0.1% +$992 0.07% 137
2026
Q1 		$1.36M Buy
118,640
+53
+0% +$637 0.08% 138
2025
Q4 		$1.43M Buy
118,587
+107
+0.1% +$1.28K 0.08% 134
2025
Q3 		$1.39M Buy
118,480
+89
+0.1% +$1.01K 0.08% 137
2025
Q2 		$1.34M Buy
118,391
+86
+0.1% +$965 0.09% 129
2025
Q1 		$1.36M Buy
118,305
+55
+0% +$646 0.09% 126
2024
Q4 		$1.38M Buy
118,250
+104
+0.1% +$1.25K 0.09% 119
2024
Q3 		$1.46M Buy
118,146
+114,068
+2,797% +$1.37M 0.1% 121
2024
Q2 		$47.9K Buy
4,078
+57
+1% +$643 ﹤0.01% 421
2024
Q1 		$46.1K Buy
4,021
+46
+1% +$520 ﹤0.01% 442
2023
Q4 		$45.5K Sell
3,975
-201,646
-98% -$2.13M ﹤0.01% 419
2023
Q3 		$2.08M Sell
205,621
-1,499
-0.7% -$16.3K 0.2% 76
2023
Q2 		$2.33M Buy
207,120
+55
+0% +$619 0.21% 74
2023
Q1 		$2.39M Buy
207,065
+57
+0% +$660 0.23% 72
2022
Q4 		$2.44M Buy
207,008
+69
+0% +$775 0.24% 68
2022
Q3 		$2.28M Buy
206,939
+198,711
+2,415% +$2.48M 0.25% 71
2022
Q2 		$103K Sell
8,228
-287,700
-97% -$3.64M 0.01% 280
2022
Q1 		$3.95M Buy
295,928
+1,826
+0.6% +$26.2K 0.37% 50
2021
Q4 		$4.74M Buy
294,102
+1,756
+0.6% +$27.5K 0.45% 43
2021
Q3 		$4.57M Buy
292,346
+1,667
+0.6% +$27K 0.47% 43
2021
Q2 		$4.65M Buy
290,679
+2,044
+0.7% +$31.8K 0.69% 30
2021
Q1 		$4.37M Buy
288,635
+30,915
+12% +$466K 0.89% 28
2020
Q4 		$3.96M Buy
257,720
+1,419
+0.6% +$21K 0.83% 28
2020
Q3 		$3.72M Buy
256,301
+31,125
+14% +$452K 0.88% 27
2020
Q2 		$3.16M Buy
225,176
+32,397
+17% +$442K 0.82% 28
2020
Q1 		$2.65M Buy
192,779
+563
+0.3% +$8.13K 0.79% 26
2019
Q4 		$2.81M Buy
192,216
+593
+0.3% +$8.58K 0.69% 34
2019
Q3 		$2.75M Buy
191,623
+580
+0.3% +$8.32K 0.7% 33
2019
Q2 		$2.67M Buy
191,043
+1,687
+0.9% +$23.1K 0.68% 35
2019
Q1 		$2.57M Buy
189,356
+2,295
+1% +$30.4K 0.67% 36
2018
Q4 		$2.35M Buy
187,061
+2,369
+1% +$29.6K 0.63% 37
2018
Q3 		$2.36M Buy
184,692
+3,249
+2% +$42.7K 0.61% 36
2018
Q2 		$2.41M Buy
181,443
+2,355
+1% +$31K 0.64% 35
2018
Q1 		$2.35M Buy
179,088
+1,875
+1% +$25K 0.62% 36
2017
Q4 		$2.49M Buy
177,213
+2,276
+1% +$31.9K 0.61% 36
2017
Q3 		$2.48M Buy
174,937
+2,578
+1% +$36.8K 0.64% 37
2017
Q2 		$2.42M Buy
172,359
+3,507
+2% +$48.9K 0.66% 38
2017
Q1 		$2.36M Hold
168,852
– – 0.64% 40
2016
Q4 		$2.36M Buy
168,852
+40,315
+31% +$561K 0.64% 40
2016
Q3 		$1.94M Buy
+128,537
New +$1.99M 0.55% 47

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

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

JFS Wealth Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 0.07% in Q2 2026, buying an estimated $992 and bringing the position to 118,724 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #137.

JFS Wealth Advisors first reported a position in NAD in Q3 2016 and has held it in 40 quarters since. The position peaked at $4.74M in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • JFS Wealth Advisors held 118,724 shares of Nuveen Quality Municipal Income Fund worth $1.44M as of Q2 2026.
  • JFS Wealth Advisors bought 84 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $992.
  • Nuveen Quality Municipal Income Fund made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • JFS Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2016 and has held it in 40 quarters since.
  • JFS Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $4.74M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.