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

Mascoma 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	$5.08K	Hold	419	–	–	﹤0.01%	378
2026 Q1	$4.82K	Hold	419	–	–	﹤0.01%	371
2025 Q4	$5.04K	Hold	419	–	–	﹤0.01%	370
2025 Q3	$4.9K	Hold	419	–	–	﹤0.01%	380
2025 Q2	$4.73K	Hold	419	–	–	﹤0.01%	385
2025 Q1	$4.83K	Hold	419	–	–	﹤0.01%	401
2024 Q4	$4.89K	Hold	419	–	–	﹤0.01%	409
2024 Q3	$5.19K	Hold	419	–	–	﹤0.01%	384
2024 Q2	$4.92K	Hold	419	–	–	﹤0.01%	411
2024 Q1	$4.8K	Hold	419	–	–	﹤0.01%	385
2023 Q4	$4.8K	Hold	419	–	–	﹤0.01%	390
2023 Q3	$4.25K	Hold	419	–	–	﹤0.01%	408
2023 Q2	$4.6K	Hold	419	–	–	﹤0.01%	398
2023 Q1	$4.81K	Hold	419	–	–	﹤0.01%	487
2022 Q4	$4.94K	Hold	419	–	–	﹤0.01%	493
2022 Q3	$5K	Hold	419	–	–	﹤0.01%	482
2022 Q2	$5K	Buy	+419	New	+$5.3K	﹤0.01%	502

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

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

Mascoma Wealth Management held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 419 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Mascoma Wealth Management first reported a position in NAD in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.19K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Mascoma Wealth Management held 419 shares of Nuveen Quality Municipal Income Fund worth $5.08K as of Q2 2026.
Mascoma Wealth Management left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #378 holding.
Mascoma Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2022 and has held it in 17 quarters since.
Mascoma Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $5.19K in Q3 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.