MFG
NAD icon

Merit Financial Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Merit Financial Group’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 		$147K Sell
12,089
-3,362
-22% -$39.7K ﹤0.01% 2178
2026
Q1 		$178K Sell
15,451
-4,262
-22% -$51.2K ﹤0.01% 1955
2025
Q4 		$237K Sell
19,713
-3,264
-14% -$39K ﹤0.01% 1716
2025
Q3 		$269K Sell
22,977
-1,520
-6% -$17.3K ﹤0.01% 1518
2025
Q2 		$277K Buy
24,497
+4,634
+23% +$52K ﹤0.01% 1384
2025
Q1 		$229K Buy
19,863
+8,528
+75% +$100K ﹤0.01% 1232
2024
Q4 		$132K Buy
+11,335
New +$136K ﹤0.01% 1119
2024
Q3 		– Sell
-17,923
Closed -$210K – 915
2024
Q2 		$210K Buy
17,923
+3,992
+29% +$45K ﹤0.01% 856
2024
Q1 		$154K Sell
13,931
-14,963
-52% -$169K ﹤0.01% 829
2023
Q4 		$331K Sell
28,894
-861
-3% -$9.09K 0.01% 596
2023
Q3 		$302K Buy
29,755
+339
+1% +$3.69K 0.01% 586
2023
Q2 		$332K Buy
+29,416
New +$331K 0.01% 574
2020
Q4 		– Sell
-11,450
Closed -$166K – 232
2020
Q3 		$166K Buy
+11,450
New +$166K 0.02% 212

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 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
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM

Merit Financial Group's NAD Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 22% in Q2 2026, selling an estimated $39.7K and leaving 12,089 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Merit Financial Group first reported a position in NAD in Q3 2020 and has held it in 13 quarters since. The position peaked at $332K in Q2 2023. 50 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Merit Financial Group held 12,089 shares of Nuveen Quality Municipal Income Fund worth $147K as of Q2 2026.
  • Merit Financial Group sold 3,362 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $39.7K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2178 holding.
  • Merit Financial Group first reported a position in Nuveen Quality Municipal Income Fund in Q3 2020 and has held it in 13 quarters since.
  • Merit Financial Group's Nuveen Quality Municipal Income Fund position peaked at $332K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.