Permanent Capital Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Permanent Capital Management’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
2025 Q4	–	Sell	-12,024	Closed	-$141K	–	164
2025 Q3	$141K	Buy	+12,024	New	+$137K	0.03%	144
2025 Q1	$139K	Sell	12,013 -1,196	-9%	-$14K	0.04%	73
2024 Q4	$154K	Buy	+13,209	New	+$159K	0.05%	66
2024 Q2	$137K	Buy	+12,024	New	+$136K	0.03%	146

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Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Permanent Capital Management's NAD Position: Q4 2025 in Review

Permanent Capital Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2025, closing a stake of 12,024 shares — an estimated $141K sold.

Permanent Capital Management first reported a position in NAD in Q2 2024 and held it in 4 quarters. The position peaked at $154K in Q4 2024. 279 funds tracked by Wall St. Rank hold NAD as of Q4 2025.

Permanent Capital Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Permanent Capital Management sold 12,024 Nuveen Quality Municipal Income Fund shares in Q4 2025, an estimated $141K.
Permanent Capital Management first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 4 quarters.
Permanent Capital Management's Nuveen Quality Municipal Income Fund position peaked at $154K in Q4 2024.
279 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2025.

Based on Permanent Capital Management's 13F filing for Q4 2025, filed 7 Jan 2026.