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Plan Group Financial’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Plan Group Financial’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
Q1 		$154K Hold
13,410
– – 0.04% 223
2025
Q4 		$161K Hold
13,410
– – 0.04% 197
2025
Q3 		$157K Hold
13,410
– – 0.04% 181
2025
Q2 		$151K Buy
+13,410
New +$150K 0.05% 154

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MGAM
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Plan Group Financial's NAD Position: Q1 2026 in Review

Plan Group Financial held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2026 at 13,410 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #223.

Plan Group Financial first reported a position in NAD in Q2 2025 and has held it in 4 quarters since. The position peaked at $161K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Plan Group Financial held 13,410 shares of Nuveen Quality Municipal Income Fund worth $154K as of Q1 2026.
  • Plan Group Financial left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen Quality Municipal Income Fund made up 0.04% of Plan Group Financial's portfolio in Q1 2026, its #223 holding.
  • Plan Group Financial first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
  • Plan Group Financial's Nuveen Quality Municipal Income Fund position peaked at $161K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.