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 Q3	$6.75M	Buy	667,338 +97,841	+17%	+$1.12M	2.65%	15
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%	+$9.7K	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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Eagle Bluffs Wealth Management Columbia, Missouri $291M AUM 25.84% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Kuhn & Co Investment Counsel Chicago, Illinois $183M AUM 21.34% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Melone Private Wealth's NAD Position: Q3 2026 in Review

Melone Private Wealth increased its Nuveen Quality Municipal Income Fund (NAD) stake by 17% in Q3 2026, buying an estimated $1.12M and bringing the position to 667,338 shares worth $6.75M. The position accounts for 2.65% of the portfolio, ranked #15.

Melone Private Wealth first reported a position in NAD in Q1 2022 and has held it in 19 quarters since. The position peaked at $6.9M in Q2 2026. 104 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Melone Private Wealth held 667,338 shares of Nuveen Quality Municipal Income Fund worth $6.75M as of Q3 2026.
Melone Private Wealth bought 97,841 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $1.12M.
Nuveen Quality Municipal Income Fund made up 2.65% of Melone Private Wealth's portfolio in Q3 2026, its #15 holding.
Melone Private Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q1 2022 and has held it in 19 quarters since.
Melone Private Wealth's Nuveen Quality Municipal Income Fund position peaked at $6.9M in Q2 2026.
104 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Melone Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.