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

Melfa 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	$297K	Sell	24,465 -13,941	-36%	-$165K	0.16%	126
2026 Q1	$442K	Buy	38,406 +22	+0.1%	+$264	0.25%	87
2025 Q4	$461K	Buy	38,384 +9	+0%	+$108	0.27%	89
2025 Q3	$449K	Buy	38,375 +10	+0%	+$114	0.26%	91
2025 Q2	$433K	Buy	38,365 +208	+0.5%	+$2.33K	0.27%	91
2025 Q1	$440K	Buy	38,157 +301	+0.8%	+$3.54K	0.3%	86
2024 Q4	$441K	Hold	37,856	–	–	0.3%	87
2024 Q3	$469K	Buy	37,856 +3,500	+10%	+$42K	0.31%	87
2024 Q2	$403K	Hold	34,356	–	–	0.28%	95
2024 Q1	$394K	Hold	34,356	–	–	0.28%	91
2023 Q4	$393K	Hold	34,356	–	–	0.37%	68
2023 Q3	$348K	Sell	34,356 -1,294	-4%	-$14.1K	0.38%	70
2023 Q2	$402K	Buy	35,650 +8,821	+33%	+$99.3K	0.41%	68
2023 Q1	$309K	Buy	26,829 +16	+0.1%	+$185	0.31%	77
2022 Q4	$316K	Buy	+26,813	New	+$301K	0.33%	80

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

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

Melfa Wealth Management reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 36% in Q2 2026, selling an estimated $165K and leaving 24,465 shares worth $297K. The position accounts for 0.16% of the portfolio, ranked #126.

Melfa Wealth Management first reported a position in NAD in Q4 2022 and has held it in 15 quarters since. The position peaked at $469K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Melfa Wealth Management held 24,465 shares of Nuveen Quality Municipal Income Fund worth $297K as of Q2 2026.
Melfa Wealth Management sold 13,941 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $165K.
Nuveen Quality Municipal Income Fund made up 0.16% of Melfa Wealth Management's portfolio in Q2 2026, its #126 holding.
Melfa Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $469K in Q3 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

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