MHS
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M Holdings Securities’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

M Holdings Securities’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 		– Sell
-35,038
Closed -$394K – 151
2025
Q2 		$394K Buy
+35,038
New +$393K 0.07% 138

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BI
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Bank of America
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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

M Holdings Securities's NAD Position: Q3 2025 in Review

M Holdings Securities sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 35,038 shares — an estimated $394K sold.

M Holdings Securities first reported a position in NAD in Q2 2025 and held it in 1 quarter. The position peaked at $394K in Q2 2025. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • M Holdings Securities reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 35,038 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $394K.
  • M Holdings Securities first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Nuveen Quality Municipal Income Fund position peaked at $394K in Q2 2025.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.