NWF Advisory Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

NWF Advisory Services’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
2024 Q4	–	Sell	-10,152	Closed	-$126K	–	372
2024 Q3	$126K	Sell	10,152 -2,979	-23%	-$35.8K	0.02%	326
2024 Q2	$154K	Sell	13,131 -2,482	-16%	-$28K	0.02%	287
2024 Q1	$179K	Sell	15,613 -986	-6%	-$11.1K	0.03%	289
2023 Q4	$190K	Buy	16,599 +1,013	+6%	+$10.7K	0.04%	260
2023 Q3	$158K	Buy	15,586 +11	+0.1%	+$120	0.04%	250
2023 Q2	$176K	Hold	15,575	–	–	0.04%	245
2023 Q1	$176K	Buy	+15,575	New	+$180K	0.04%	244

Other funds holding NAD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NWF Advisory Services's NAD Position: Q4 2024 in Review

NWF Advisory Services sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2024, closing a stake of 10,152 shares — an estimated $126K sold.

NWF Advisory Services first reported a position in NAD in Q1 2023 and held it in 7 quarters. The position peaked at $190K in Q4 2023. 295 funds tracked by Wall St. Rank hold NAD as of Q4 2024.

NWF Advisory Services reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
NWF Advisory Services sold 10,152 Nuveen Quality Municipal Income Fund shares in Q4 2024, an estimated $126K.
NWF Advisory Services first reported a position in Nuveen Quality Municipal Income Fund in Q1 2023 and held it in 7 quarters.
NWF Advisory Services's Nuveen Quality Municipal Income Fund position peaked at $190K in Q4 2023.
295 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.