Maridea Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Maridea Wealth Management’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	$209K	Buy	17,220 +2,627	+18%	+$31K	0.02%	521
2026 Q1	$168K	Buy	14,593 +2,479	+20%	+$29.8K	0.02%	444
2025 Q4	$146K	Buy	+12,114	New	+$145K	0.02%	397
2025 Q3	–	Sell	-11,783	Closed	-$133K	–	439
2025 Q2	$133K	Sell	11,783 -155	-1%	-$1.74K	0.03%	267
2025 Q1	$138K	Buy	11,938 +61	+0.5%	+$716	0.04%	225
2024 Q4	$138K	Buy	+11,877	New	+$143K	0.04%	226

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

Maridea Wealth Management's NAD Position: Q2 2026 in Review

Maridea Wealth Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 18% in Q2 2026, buying an estimated $31K and bringing the position to 17,220 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #521.

Maridea Wealth Management first reported a position in NAD in Q4 2024 and has held it in 6 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Maridea Wealth Management held 17,220 shares of Nuveen Quality Municipal Income Fund worth $209K as of Q2 2026.
Maridea Wealth Management bought 2,627 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $31K.
Nuveen Quality Municipal Income Fund made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #521 holding.
Maridea Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.