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

Lowe Wealth 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
2025
Q3 		$25.4K Hold
2,174
– – 0.01% 187
2025
Q2 		$24.5K Hold
2,174
– – 0.01% 186
2025
Q1 		$25K Buy
2,174
+941
+76% +$11.1K 0.01% 179
2024
Q4 		$14.4K Hold
1,233
– – 0.01% 206
2024
Q3 		$15.3K Hold
1,233
– – 0.01% 191
2024
Q2 		$14.5K Hold
1,233
– – 0.01% 193
2024
Q1 		$14.1K Hold
1,233
– – 0.01% 188
2023
Q4 		$14.1K Hold
1,233
– – 0.01% 187
2023
Q3 		$12.5K Hold
1,233
– – 0.01% 186
2023
Q2 		$13.9K Hold
1,233
– – 0.01% 193
2023
Q1 		$14.2K Hold
1,233
– – 0.01% 180
2022
Q4 		$14.5K Hold
1,233
– – 0.01% 185
2022
Q3 		$14K Hold
1,233
– – 0.01% 173
2022
Q2 		$15K Hold
1,233
– – 0.01% 158
2022
Q1 		$16K Hold
1,233
– – 0.01% 166
2021
Q4 		$20K Hold
1,233
– – 0.01% 151
2021
Q3 		$19K Buy
+1,233
New +$20K 0.01% 147

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Lowe Wealth Advisors's NAD Position: Q3 2025 in Review

Lowe Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2025 at 2,174 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #187.

Lowe Wealth Advisors first reported a position in NAD in Q3 2021 and has held it in 17 quarters since. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • Lowe Wealth Advisors held 2,174 shares of Nuveen Quality Municipal Income Fund worth $25.4K as of Q3 2025.
  • Lowe Wealth Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2025.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #187 holding.
  • Lowe Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and has held it in 17 quarters since.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.