LB
NAD icon

Leo Brokerage’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Leo Brokerage’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
2023
Q2 		$1.39M Buy
123,301
+5,220
+4% +$58.8K 0.16% 99
2023
Q1 		$1.36M Buy
+118,081
New +$1.37M 0.2% 97
2022
Q2 		– Sell
-96,197
Closed -$1.28M – 231
2022
Q1 		$1.28M Buy
+96,197
New +$1.38M 0.2% 81
2021
Q3 		$1.6M Buy
102,748
+948
+0.9% +$15.4K 0.3% 47
2021
Q2 		$1.63M Buy
101,800
+48,024
+89% +$747K 0.33% 50
2021
Q1 		$814K Buy
53,776
+15,177
+39% +$229K 0.23% 70
2020
Q4 		$593K Buy
+38,599
New +$570K 0.19% 78

Other funds holding NAD

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return