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Principal Securities’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Principal Securities’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
-700
Closed -$8.18K – 2719
2025
Q3 		$8.18K Hold
700
– – ﹤0.01% 2799
2025
Q2 		$7.9K Sell
700
-8,557
-92% -$96K ﹤0.01% 2719
2025
Q1 		$108K Hold
9,257
– – ﹤0.01% 1405
2024
Q4 		$108K Buy
9,257
+13
+0.1% +$156 ﹤0.01% 1405
2024
Q3 		$114K Sell
9,244
-4,520
-33% -$54.3K ﹤0.01% 1334
2024
Q2 		$162K Buy
13,764
+3,960
+40% +$44.7K ﹤0.01% 1128
2024
Q1 		$112K Buy
9,804
+4
+0% +$45 ﹤0.01% 1237
2023
Q4 		$112K Buy
+9,800
New +$103K ﹤0.01% 1151

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Securities's NAD Position: Q4 2025 in Review

Principal Securities sold out of Nuveen Quality Municipal Income Fund (NAD) in Q4 2025, closing a stake of 700 shares — an estimated $8.18K sold.

Principal Securities first reported a position in NAD in Q4 2023 and held it in 8 quarters. The position peaked at $162K in Q2 2024. 279 funds tracked by Wall St. Rank hold NAD as of Q4 2025.

  • Principal Securities reported no remaining Nuveen Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 700 Nuveen Quality Municipal Income Fund shares in Q4 2025, an estimated $8.18K.
  • Principal Securities first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Nuveen Quality Municipal Income Fund position peaked at $162K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.