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

ORG Wealth Partners’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	$17.8K	Hold	1,470	–	–	﹤0.01%	456
2026 Q1	$16.9K	Hold	1,470	–	–	﹤0.01%	439
2025 Q4	$17.7K	Hold	1,470	–	–	﹤0.01%	416
2025 Q3	$17.2K	Hold	1,470	–	–	﹤0.01%	419
2025 Q2	$16.7K	Hold	1,470	–	–	﹤0.01%	447
2025 Q1	$17K	Hold	1,470	–	–	0.01%	472
2024 Q4	$17.1K	Hold	1,470	–	–	0.01%	344
2024 Q3	$18.2K	Buy	+1,470	New	+$17.6K	0.01%	337

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

ORG Wealth Partners's NAD Position: Q2 2026 in Review

ORG Wealth Partners held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 1,470 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

ORG Wealth Partners first reported a position in NAD in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.2K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

ORG Wealth Partners held 1,470 shares of Nuveen Quality Municipal Income Fund worth $17.8K as of Q2 2026.
ORG Wealth Partners left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #456 holding.
ORG Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Nuveen Quality Municipal Income Fund position peaked at $18.2K in Q3 2024.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.