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Melone Private Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Melone Private Wealth’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 		$6.9M Buy
569,497
+166,960
+41% +$1.97M 2.63% 17
2026
Q1 		$4.63M Buy
402,537
+112,954
+39% +$1.36M 1.89% 21
2025
Q4 		$3.48M Buy
289,583
+53,652
+23% +$641K 1.48% 23
2025
Q3 		$2.76M Buy
235,931
+59,251
+34% +$674K 1.25% 21
2025
Q2 		$1.99M Buy
176,680
+52,898
+43% +$593K 1.02% 21
2025
Q1 		$1.43M Buy
123,782
+12,578
+11% +$148K 0.75% 28
2024
Q4 		$1.3M Buy
111,204
+13,249
+14% +$159K 0.67% 28
2024
Q3 		$1.21M Buy
97,955
+1,385
+1% +$16.6K 0.64% 27
2024
Q2 		$1.13M Buy
96,570
+4,051
+4% +$45.7K 0.67% 28
2024
Q1 		$1.06M Buy
92,519
+691
+0.8% +$7.81K 0.64% 28
2023
Q4 		$1.05M Buy
91,828
+1,362
+2% +$14.4K 0.67% 28
2023
Q3 		$917K Buy
90,466
+890
+1% +$9.69K 0.66% 29
2023
Q2 		$1.01M Buy
89,576
+579
+0.7% +$6.52K 0.71% 27
2023
Q1 		$1.02M Buy
88,997
+3,872
+5% +$44.8K 0.78% 26
2022
Q4 		$1M Buy
85,125
+1,036
+1% +$11.6K 0.85% 27
2022
Q3 		$942K Buy
84,089
+1,113
+1% +$13.9K 0.82% 29
2022
Q2 		$1.06M Buy
82,976
+2,127
+3% +$26.9K 0.9% 28
2022
Q1 		$1.04M Buy
+80,849
New +$1.16M 0.85% 30

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melone Private Wealth's NAD Position: Q2 2026 in Review

Melone Private Wealth increased its Nuveen Quality Municipal Income Fund (NAD) stake by 41% in Q2 2026, buying an estimated $1.97M and bringing the position to 569,497 shares worth $6.9M. The position accounts for 2.63% of the portfolio, ranked #17.

Melone Private Wealth first reported a position in NAD in Q1 2022 and has held it in 18 quarters since. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Melone Private Wealth held 569,497 shares of Nuveen Quality Municipal Income Fund worth $6.9M as of Q2 2026.
  • Melone Private Wealth bought 166,960 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $1.97M.
  • Nuveen Quality Municipal Income Fund made up 2.63% of Melone Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Melone Private Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q1 2022 and has held it in 18 quarters since.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.