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LifeSteps Financial’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

LifeSteps Financial’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 		$8.48K Buy
+700
New +$8.27K ﹤0.01% 445

Other funds holding NAD

HWAM
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CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LifeSteps Financial's NAD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q2 2026: 700 shares worth $8.48K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

123 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • LifeSteps Financial held 700 shares of Nuveen Quality Municipal Income Fund worth $8.48K as of Q2 2026.
  • Nuveen Quality Municipal Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #445 holding.
  • 123 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.