Kestra Private Wealth Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Kestra Private Wealth Services’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	$218K	Sell	18,952 -674	-3%	-$8.1K	﹤0.01%	1597
2025 Q4	$236K	Buy	19,626 +1,146	+6%	+$13.7K	﹤0.01%	1537
2025 Q3	$216K	Buy	18,480 +8,341	+82%	+$94.9K	﹤0.01%	1529
2025 Q2	$114K	Buy	10,139 +63	+0.6%	+$707	﹤0.01%	1548
2025 Q1	$116K	Buy	+10,076	New	+$118K	﹤0.01%	1446
2023 Q4	–	Sell	-11,467	Closed	-$116K	–	1264
2023 Q3	$116K	Hold	11,467	–	–	﹤0.01%	1073
2023 Q2	$129K	Hold	11,467	–	–	﹤0.01%	992
2023 Q1	$132K	Hold	11,467	–	–	0.01%	962
2022 Q4	$135K	Hold	11,467	–	–	0.01%	831
2022 Q3	$126K	Sell	11,467 -75	-0.6%	-$936	0.01%	825
2022 Q2	$144K	Buy	+11,542	New	+$146K	0.01%	830

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kestra Private Wealth Services's NAD Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 3.4% in Q1 2026, selling an estimated $8.1K and leaving 18,952 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Kestra Private Wealth Services first reported a position in NAD in Q2 2022 and has held it in 11 quarters since. The position peaked at $236K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

Kestra Private Wealth Services held 18,952 shares of Nuveen Quality Municipal Income Fund worth $218K as of Q1 2026.
Kestra Private Wealth Services sold 674 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $8.1K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1597 holding.
Kestra Private Wealth Services first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and has held it in 11 quarters since.
Kestra Private Wealth Services's Nuveen Quality Municipal Income Fund position peaked at $236K in Q4 2025.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.