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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KCIC

Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 129 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.
129 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.