Pinnacle Wealth Planning Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$7.76K	Sell	640 -894	-58%	-$10.6K	﹤0.01%	2169
2026 Q1	$17.6K	Sell	1,534 -4,339	-74%	-$52.1K	﹤0.01%	1759
2025 Q4	$70.6K	Buy	+5,873	New	+$70.2K	0.01%	985
2021 Q4	–	Sell	-10,663	Closed	-$167K	–	447
2021 Q3	$167K	Sell	10,663 -31	-0.3%	-$502	0.04%	340
2021 Q2	$171K	Buy	+10,694	New	+$166K	0.04%	329
2021 Q1	–	Sell	-9,557	Closed	-$147K	–	1362
2020 Q4	$147K	Buy	+9,557	New	+$141K	0.04%	348
2020 Q3	–	Sell	-10,210	Closed	-$143K	–	285
2020 Q2	$143K	Buy	+10,210	New	+$139K	0.05%	240
2020 Q1	–	Sell	-13,995	Closed	-$204K	–	257
2019 Q4	$204K	Buy	+13,995	New	+$202K	0.1%	218
2019 Q3	–	Sell	-12,101	Closed	-$169K	–	212
2019 Q2	$169K	Buy	+12,101	New	+$165K	0.1%	164
2018 Q4	–	Sell	-12,525	Closed	-$160K	–	177
2018 Q3	$160K	Buy	12,525 +11	+0.1%	+$145	0.15%	168
2018 Q2	$166K	Sell	12,514 -150	-1%	-$1.97K	0.16%	171
2018 Q1	$167K	Buy	12,664 +11,723	+1,246%	+$157K	0.17%	167
2017 Q4	$13K	Buy	+941	New	+$13.2K	0.03%	148

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

Pinnacle Wealth Planning Services's NAD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 58% in Q2 2026, selling an estimated $10.6K and leaving 640 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Pinnacle Wealth Planning Services first reported a position in NAD in Q4 2017 and has held it in 13 quarters since. The position peaked at $204K in Q4 2019. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Pinnacle Wealth Planning Services held 640 shares of Nuveen Quality Municipal Income Fund worth $7.76K as of Q2 2026.
Pinnacle Wealth Planning Services sold 894 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $10.6K.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2169 holding.
Pinnacle Wealth Planning Services first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and has held it in 13 quarters since.
Pinnacle Wealth Planning Services's Nuveen Quality Municipal Income Fund position peaked at $204K in Q4 2019.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.