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

Keystone 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 Q2	$153K	Hold	12,654	–	–	0.03%	324
2026 Q1	$146K	Hold	12,654	–	–	0.03%	291
2025 Q4	$152K	Hold	12,654	–	–	0.03%	244
2025 Q3	$148K	Hold	12,654	–	–	0.03%	291
2025 Q2	$143K	Hold	12,654	–	–	0.03%	278
2025 Q1	$146K	Hold	12,654	–	–	0.04%	266
2024 Q4	$148K	Hold	12,654	–	–	0.04%	255
2024 Q3	$157K	Hold	12,654	–	–	0.04%	250
2024 Q2	$149K	Hold	12,654	–	–	0.05%	228
2024 Q1	$145K	Hold	12,654	–	–	0.05%	218
2023 Q4	$145K	Hold	12,654	–	–	0.05%	213
2023 Q3	$128K	Hold	12,654	–	–	0.05%	199
2023 Q2	$143K	Hold	12,654	–	–	0.05%	198
2023 Q1	$146K	Hold	12,654	–	–	0.06%	188
2022 Q4	$149K	Hold	12,654	–	–	0.07%	183
2022 Q3	$139K	Hold	12,654	–	–	0.07%	162
2022 Q2	$158K	Hold	12,654	–	–	0.07%	165
2022 Q1	$169K	Hold	12,654	–	–	0.07%	175
2021 Q4	$204K	Buy	+12,654	New	+$198K	0.08%	163

Other funds holding NAD

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

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

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

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

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

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

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

Keystone Wealth Services's NAD Position: Q2 2026 in Review

Keystone Wealth Services held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 12,654 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #324.

Keystone Wealth Services first reported a position in NAD in Q4 2021 and has held it in 19 quarters since. The position peaked at $204K in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Keystone Wealth Services held 12,654 shares of Nuveen Quality Municipal Income Fund worth $153K as of Q2 2026.
Keystone Wealth Services left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.03% of Keystone Wealth Services's portfolio in Q2 2026, its #324 holding.
Keystone Wealth Services first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
Keystone Wealth Services's Nuveen Quality Municipal Income Fund position peaked at $204K in Q4 2021.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.