KIM
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Karpus Investment Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Karpus Investment 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
2025
Q3 		– Sell
-85,300
Closed -$963K – 214
2025
Q2 		$963K Sell
85,300
-3,102,763
-97% -$34.8M 0.03% 176
2025
Q1 		$36.7M Sell
3,188,063
-2,690,935
-46% -$31.6M 1.19% 24
2024
Q4 		$68.5M Sell
5,878,998
-2,851,823
-33% -$34.3M 2.03% 10
2024
Q3 		$108M Sell
8,730,821
-5,475,650
-39% -$65.7M 3% 5
2024
Q2 		$167M Buy
14,206,471
+1,431,242
+11% +$16.1M 4.7% 5
2024
Q1 		$146M Buy
12,775,229
+1,011,985
+9% +$11.4M 4.22% 6
2023
Q4 		$135M Buy
11,763,244
+2,148,012
+22% +$22.7M 4.1% 5
2023
Q3 		$97.5M Buy
9,615,232
+2,374,570
+33% +$25.8M 3.28% 6
2023
Q2 		$81.6M Buy
7,240,662
+2,943,033
+68% +$33.1M 2.56% 7
2023
Q1 		$49.6M Buy
4,297,629
+2,311,466
+116% +$26.7M 1.55% 10
2022
Q4 		$23.4M Buy
+1,986,163
New +$22.3M 0.79% 29
2021
Q3 		– Sell
-485,889
Closed -$7.78M – 310
2021
Q2 		$7.78M Sell
485,889
-2,865,746
-86% -$44.6M 0.23% 101
2021
Q1 		$50.7M Sell
3,351,635
-3,858,085
-54% -$58.2M 1.53% 15
2020
Q4 		$111M Sell
7,209,720
-3,435,520
-32% -$50.8M 3.48% 2
2020
Q3 		$155M Sell
10,645,240
-683,071
-6% -$9.92M 5.59% 1
2020
Q2 		$159M Sell
11,328,311
-1,425,478
-11% -$19.4M 6.02% 1
2020
Q1 		$175M Buy
12,753,789
+4,258,725
+50% +$61.5M 6.72% 1
2019
Q4 		$124M Sell
8,495,064
-560,107
-6% -$8.1M 4.15% 2
2019
Q3 		$130M Sell
9,055,171
-823,703
-8% -$11.8M 4.98% 2
2019
Q2 		$138M Buy
9,878,874
+919,993
+10% +$12.6M 5.03% 3
2019
Q1 		$122M Sell
8,958,881
-112,030
-1% -$1.48M 4.43% 4
2018
Q4 		$114M Sell
9,070,911
-1,232,558
-12% -$15.4M 4.7% 3
2018
Q3 		$132M Buy
10,303,469
+693,912
+7% +$9.13M 5.32% 2
2018
Q2 		$128M Buy
9,609,557
+2,594,615
+37% +$34.1M 5.6% 2
2018
Q1 		$92.2M Buy
7,014,942
+2,431,590
+53% +$32.5M 4.14% 3
2017
Q4 		$64.4M Buy
4,583,352
+3,758,552
+456% +$52.7M 2.98% 6
2017
Q3 		$11.7M Sell
824,800
-351,416
-30% -$5.01M 0.59% 49
2017
Q2 		$16.5M Buy
1,176,216
+161,744
+16% +$2.25M 0.84% 38
2017
Q1 		$13.9M Sell
1,014,472
-232,510
-19% -$3.21M 0.72% 50
2016
Q4 		$17.4M Sell
1,246,982
-1,319,344
-51% -$18.4M 1% 36
2016
Q3 		$38.7M Buy
+2,566,326
New +$39.8M 2.04% 11
2015
Q2 		– Sell
-95,755
Closed -$1.37M – 210
2015
Q1 		$1.37M Sell
95,755
-43,637
-31% -$625K 0.06% 137
2014
Q4 		$2M Sell
139,392
-14,008
-9% -$198K 0.09% 120
2014
Q3 		$2.12M Sell
153,400
-5,500
-3% -$76.1K 0.1% 104
2014
Q2 		$2.25M Buy
158,900
+22,100
+16% +$306K 0.11% 102
2014
Q1 		$1.83M Buy
136,800
+103,700
+313% +$1.39M 0.1% 121
2013
Q4 		$417K Buy
33,100
+10,200
+45% +$129K 0.02% 175
2013
Q3 		$298K Sell
22,900
-3,700
-14% -$47.6K 0.02% 169
2013
Q2 		$366K Buy
+26,600
New +$391K 0.03% 143

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Karpus Investment Management's NAD Position: Q3 2025 in Review

Karpus Investment Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 85,300 shares — an estimated $963K sold.

Karpus Investment Management first reported a position in NAD in Q2 2013 and held it in 39 quarters. The position peaked at $175M in Q1 2020. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • Karpus Investment Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Karpus Investment Management sold 85,300 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $963K.
  • Karpus Investment Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2013 and held it in 39 quarters.
  • Karpus Investment Management's Nuveen Quality Municipal Income Fund position peaked at $175M in Q1 2020.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Karpus Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.