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

Leo Wealth LLC’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
2024
Q2 		– Sell
-143,264
Closed -$1.64M – 347
2024
Q1 		$1.64M Buy
143,264
+12,300
+9% +$139K 0.17% 107
2023
Q4 		$1.5M Buy
+130,964
New +$1.38M 0.16% 107

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SCM
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BI
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MSL
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HWAM
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Leo Wealth LLC's NAD Position: Q2 2024 in Review

Leo Wealth LLC sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2024, closing a stake of 143,264 shares — an estimated $1.64M sold.

Leo Wealth LLC first reported a position in NAD in Q4 2023 and held it in 2 quarters. The position peaked at $1.64M in Q1 2024. 276 funds tracked by Wall St. Rank hold NAD as of Q2 2024.

  • Leo Wealth LLC reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 143,264 Nuveen Quality Municipal Income Fund shares in Q2 2024, an estimated $1.64M.
  • Leo Wealth LLC first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 2 quarters.
  • Leo Wealth LLC's Nuveen Quality Municipal Income Fund position peaked at $1.64M in Q1 2024.
  • 276 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.