PWAM
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Private Wealth Asset Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Private Wealth Asset Management’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 		– Sell
-19,135
Closed -$220K – 950
2026
Q1 		$220K Buy
19,135
+330
+2% +$3.97K 0.02% 252
2025
Q4 		$226K Buy
+18,805
New +$225K 0.02% 245

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Private Wealth Asset Management's NAD Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 19,135 shares — an estimated $220K sold.

Private Wealth Asset Management first reported a position in NAD in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Private Wealth Asset Management reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 19,135 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $220K.
  • Private Wealth Asset Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Private Wealth Asset Management's Nuveen Quality Municipal Income Fund position peaked at $226K in Q4 2025.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.