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Plan A Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Plan A Wealth’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
-14,363
Closed -$168K – 186
2025
Q3 		$168K Hold
14,363
– – 0.09% 158
2025
Q2 		$162K Hold
14,363
– – 0.09% 143
2025
Q1 		$165K Hold
14,363
– – 0.13% 113
2024
Q4 		$167K Buy
+14,363
New +$173K 0.15% 90

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Wells Fargo
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Plan A Wealth's NAD Position: Q4 2025 in Review

Plan A Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2025, closing a stake of 14,363 shares — an estimated $168K sold.

Plan A Wealth first reported a position in NAD in Q4 2024 and held it in 4 quarters. The position peaked at $168K in Q3 2025. 279 funds tracked by Wall St. Rank hold NAD as of Q4 2025.

  • Plan A Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Plan A Wealth sold 14,363 Nuveen Quality Municipal Income Fund shares in Q4 2025, an estimated $168K.
  • Plan A Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and held it in 4 quarters.
  • Plan A Wealth's Nuveen Quality Municipal Income Fund position peaked at $168K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.