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 Q2	$163K	Hold	13,410	–	–	0.03%	240
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

Other funds holding NAD

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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

Plan Group Financial's NAD Position: Q2 2026 in Review

Plan Group Financial held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 13,410 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #240.

Plan Group Financial first reported a position in NAD in Q2 2025 and has held it in 5 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Plan Group Financial held 13,410 shares of Nuveen Quality Municipal Income Fund worth $163K as of Q2 2026.
Plan Group Financial left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.03% of Plan Group Financial's portfolio in Q2 2026, its #240 holding.
Plan Group Financial first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.