Journey Strategic Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Journey Strategic Wealth’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 Q1	$275K	Sell	23,895 -3,159	-12%	-$38K	0.01%	592
2025 Q4	$325K	Sell	27,054 -1,596	-6%	-$19.1K	0.01%	477
2025 Q3	$335K	Hold	28,650	–	–	0.01%	435
2025 Q2	$323K	Sell	28,650 -6,109	-18%	-$68.5K	0.01%	399
2025 Q1	$400K	Sell	34,759 -9,264	-21%	-$109K	0.01%	273
2024 Q4	$513K	Buy	44,023 +864	+2%	+$10.4K	0.02%	210
2024 Q3	$534K	Buy	43,159 +2,000	+5%	+$24K	0.02%	206
2024 Q2	$483K	Sell	41,159 -9,814	-19%	-$111K	0.02%	161
2024 Q1	$584K	Sell	50,973 -2,089	-4%	-$23.6K	0.03%	120
2023 Q4	$608K	Buy	53,062 +17,689	+50%	+$187K	0.03%	91
2023 Q3	$359K	Buy	35,373 +17,373	+97%	+$189K	0.02%	101
2023 Q2	$203K	Hold	18,000	–	–	0.01%	174
2023 Q1	$208K	Hold	18,000	–	–	0.02%	222
2022 Q4	$212K	Buy	+18,000	New	+$202K	0.03%	204

Other funds holding NAD

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Journey Strategic Wealth's NAD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 12% in Q1 2026, selling an estimated $38K and leaving 23,895 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #592.

Journey Strategic Wealth first reported a position in NAD in Q4 2022 and has held it in 14 quarters since. The position peaked at $608K in Q4 2023. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Journey Strategic Wealth held 23,895 shares of Nuveen Quality Municipal Income Fund worth $275K as of Q1 2026.
Journey Strategic Wealth sold 3,159 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $38K.
Nuveen Quality Municipal Income Fund made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #592 holding.
Journey Strategic Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Journey Strategic Wealth's Nuveen Quality Municipal Income Fund position peaked at $608K in Q4 2023.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.