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Pathway Financial Advisers’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Pathway Financial Advisers’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 		$136K Buy
11,253
+201
+2% +$2.37K 0.03% 166
2026
Q1 		$127K Buy
11,052
+127
+1% +$1.53K 0.04% 163
2025
Q4 		$131K Buy
10,925
+253
+2% +$3.02K 0.04% 162
2025
Q3 		$125K Sell
10,672
-10,191
-49% -$116K 0.04% 177
2025
Q2 		$236K Buy
20,863
+27
+0.1% +$303 0.08% 153
2025
Q1 		$240K Buy
20,836
+213
+1% +$2.5K 0.08% 148
2024
Q4 		$240K Buy
20,623
+411
+2% +$4.95K 0.08% 148
2024
Q3 		$250K Buy
20,212
+302
+2% +$3.63K 0.11% 112
2024
Q2 		$234K Sell
19,910
-734
-4% -$8.28K 0.08% 150
2024
Q1 		$237K Buy
20,644
+122
+0.6% +$1.38K 0.09% 150
2023
Q4 		$235K Sell
20,522
-1,529
-7% -$16.1K 0.09% 152
2023
Q3 		$224K Buy
+22,051
New +$240K 0.09% 149
2023
Q1 		$256K Sell
22,218
-48
-0.2% -$555 0.1% 149
2022
Q4 		$263K Buy
+22,266
New +$250K 0.11% 146

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KCIC
Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Pathway Financial Advisers's NAD Position: Q2 2026 in Review

Pathway Financial Advisers increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.8% in Q2 2026, buying an estimated $2.37K and bringing the position to 11,253 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #166.

Pathway Financial Advisers first reported a position in NAD in Q4 2022 and has held it in 14 quarters since. The position peaked at $263K in Q4 2022. 129 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Pathway Financial Advisers held 11,253 shares of Nuveen Quality Municipal Income Fund worth $136K as of Q2 2026.
  • Pathway Financial Advisers bought 201 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $2.37K.
  • Nuveen Quality Municipal Income Fund made up 0.03% of Pathway Financial Advisers's portfolio in Q2 2026, its #166 holding.
  • Pathway Financial Advisers first reported a position in Nuveen Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Pathway Financial Advisers's Nuveen Quality Municipal Income Fund position peaked at $263K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.