Modern Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Modern Wealth Management’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	$1.34M	Sell	110,385 -13,984	-11%	-$165K	0.02%	458
2026 Q1	$1.46M	Sell	124,369 -14,098	-10%	-$169K	0.03%	348
2025 Q4	$1.66M	Sell	138,467 -77,552	-36%	-$927K	0.03%	329
2025 Q3	$2.53M	Sell	216,019 -15,910	-7%	-$181K	0.05%	258
2025 Q2	$2.62M	Sell	231,929 -11,590	-5%	-$130K	0.06%	237
2025 Q1	$2.81M	Sell	243,519 -6,791	-3%	-$79.8K	0.09%	182
2024 Q4	$2.92M	Buy	250,310 +232,729	+1,324%	+$2.8M	0.11%	155
2024 Q3	$218K	Sell	17,581 -39,978	-69%	-$480K	0.01%	403
2024 Q2	$676K	Buy	+57,559	New	+$649K	0.05%	174

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

Modern Wealth Management's NAD Position: Q2 2026 in Review

Modern Wealth Management reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 11% in Q2 2026, selling an estimated $165K and leaving 110,385 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #458.

Modern Wealth Management first reported a position in NAD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.92M in Q4 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Modern Wealth Management held 110,385 shares of Nuveen Quality Municipal Income Fund worth $1.34M as of Q2 2026.
Modern Wealth Management sold 13,984 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $165K.
Nuveen Quality Municipal Income Fund made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #458 holding.
Modern Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $2.92M in Q4 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.