Patriot Financial Group Insurance Agency’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-10,000	Closed	-$115K	–	623
2026 Q1	$115K	Buy	+10,000	New	+$120K	0.01%	683
2022 Q3	–	Sell	-203	Closed	-$3K	–	1377
2022 Q2	$3K	Hold	203	–	–	﹤0.01%	1652
2022 Q1	$3K	Sell	203 -22	-10%	-$316	﹤0.01%	1785
2021 Q4	$4K	Hold	225	–	–	﹤0.01%	1784
2021 Q3	$4K	Hold	225	–	–	﹤0.01%	1774
2021 Q2	$4K	Buy	225 +22	+11%	+$342	﹤0.01%	1715
2021 Q1	$3K	Buy	+203	New	+$3.06K	﹤0.01%	1697

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Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HWAM

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MGAM

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

Patriot Financial Group Insurance Agency's NAD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 10,000 shares — an estimated $115K sold.

Patriot Financial Group Insurance Agency first reported a position in NAD in Q1 2021 and held it in 7 quarters. The position peaked at $115K in Q1 2026. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 10,000 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $115K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Nuveen Quality Municipal Income Fund position peaked at $115K in Q1 2026.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.