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

NewEdge 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	$206K	Sell	17,000 -170	-1%	-$2.01K	﹤0.01%	1176
2026 Q1	$197K	Buy	17,170 +170	+1%	+$2.04K	﹤0.01%	1090
2025 Q4	$204K	Hold	17,000	–	–	﹤0.01%	1148
2025 Q3	$203K	Hold	17,000	–	–	﹤0.01%	989
2025 Q2	$192K	Buy	+17,000	New	+$191K	﹤0.01%	935

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

NewEdge Wealth's NAD Position: Q2 2026 in Review

NewEdge Wealth reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 0.99% in Q2 2026, selling an estimated $2.01K and leaving 17,000 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

NewEdge Wealth first reported a position in NAD in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

NewEdge Wealth held 17,000 shares of Nuveen Quality Municipal Income Fund worth $206K as of Q2 2026.
NewEdge Wealth sold 170 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $2.01K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1176 holding.
NewEdge Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.