Meriwether Wealth & Planning’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Meriwether Wealth & Planning’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	$8.99K	Buy	+888	New	+$10.2K	﹤0.01%	435

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

Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 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

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

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

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Meriwether Wealth & Planning's NAD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Nuveen Quality Municipal Income Fund (NAD) in Q3 2026: 888 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

97 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Meriwether Wealth & Planning held 888 shares of Nuveen Quality Municipal Income Fund worth $8.99K as of Q3 2026.
Nuveen Quality Municipal Income Fund was a new Meriwether Wealth & Planning position in Q3 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #435 holding.
97 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.