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 Q3	–	Sell	-13,410	Closed	-$163K	–	245
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

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Plan Group Financial's NAD Position: Q3 2026 in Review

Plan Group Financial sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2026, closing a stake of 13,410 shares — an estimated $163K sold.

Plan Group Financial first reported a position in NAD in Q2 2025 and held it in 5 quarters. The position peaked at $163K in Q2 2026. 84 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Plan Group Financial reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2026 after selling out during the quarter.
Plan Group Financial sold 13,410 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $163K.
Plan Group Financial first reported a position in Nuveen Quality Municipal Income Fund in Q2 2025 and held it in 5 quarters.
Plan Group Financial's Nuveen Quality Municipal Income Fund position peaked at $163K in Q2 2026.
84 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.