LM Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

LM Advisors’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	$3.65M	Buy	300,845 +297,426	+8,699%	+$3.51M	0.42%	46
2026 Q1	$298K	Buy	+3,419	New	+$41.1K	4.71%	4
2025 Q4	–	Sell	-305,359	Closed	-$3.57M	–	219
2025 Q3	$3.57M	Sell	305,359 -2,890	-0.9%	-$32.9K	0.51%	41
2025 Q2	$3.48M	Hold	308,249	–	–	0.45%	37
2025 Q1	$3.55M	Sell	308,249 -6,006	-2%	-$70.5K	0.64%	32
2024 Q4	$3.66M	Sell	314,255 -10,775	-3%	-$130K	0.66%	32
2024 Q3	$4.02M	Sell	325,030 -18,048	-5%	-$217K	0.82%	26
2024 Q2	$4.03M	Buy	343,078 +13,731	+4%	+$155K	0.71%	28
2024 Q1	$3.77M	Buy	329,347 +8,024	+2%	+$90.6K	0.6%	34
2023 Q4	$3.68M	Buy	+321,323	New	+$3.39M	0.74%	26

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

LM Advisors's NAD Position: Q2 2026 in Review

LM Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 8,699% in Q2 2026, buying an estimated $3.51M and bringing the position to 300,845 shares worth $3.65M. The position accounts for 0.42% of the portfolio, ranked #46.

LM Advisors first reported a position in NAD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.03M in Q2 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

LM Advisors held 300,845 shares of Nuveen Quality Municipal Income Fund worth $3.65M as of Q2 2026.
LM Advisors bought 297,426 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $3.51M.
Nuveen Quality Municipal Income Fund made up 0.42% of LM Advisors's portfolio in Q2 2026, its #46 holding.
LM Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Nuveen Quality Municipal Income Fund position peaked at $4.03M in Q2 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.