PFS
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Prospera Financial Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Prospera Financial Services’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 		$1.48M Sell
122,291
-3,500
-3% -$41.3K 0.02% 607
2026
Q1 		$1.45M Buy
125,791
+400
+0.3% +$4.81K 0.02% 591
2025
Q4 		$1.51M Buy
125,391
+3,100
+3% +$37.1K 0.02% 560
2025
Q3 		$1.43M Sell
122,291
-5,835
-5% -$66.4K 0.02% 571
2025
Q2 		$1.45M Buy
128,126
+2,342
+2% +$26.3K 0.03% 548
2025
Q1 		$1.45M Hold
125,784
– – 0.03% 463
2024
Q4 		$1.47M Sell
125,784
-5,000
-4% -$60.2K 0.03% 441
2024
Q3 		$1.62M Hold
130,784
– – 0.04% 384
2024
Q2 		$1.54M Buy
130,784
+4,026
+3% +$45.4K 0.04% 389
2024
Q1 		$1.45M Buy
126,758
+29,381
+30% +$332K 0.04% 402
2023
Q4 		$1.11M Buy
97,377
+86,064
+761% +$909K 0.04% 437
2023
Q3 		$115K Buy
11,313
+37
+0.3% +$403 ﹤0.01% 971
2023
Q2 		$127K Buy
11,276
+36
+0.3% +$405 ﹤0.01% 972
2023
Q1 		$130K Buy
11,240
+24
+0.2% +$278 0.01% 922
2022
Q4 		$132K Buy
+11,216
New +$126K 0.01% 861
2022
Q2 		– Sell
-14,242
Closed -$190K – 2244
2022
Q1 		$190K Buy
14,242
+53
+0.4% +$761 0.01% 901
2021
Q4 		$229K Buy
14,189
+97
+0.7% +$1.52K 0.01% 795
2021
Q3 		$220K Buy
14,092
+69
+0.5% +$1.12K 0.01% 744
2021
Q2 		$224K Buy
14,023
+73
+0.5% +$1.14K 0.01% 738
2021
Q1 		$212K Buy
+13,950
New +$210K 0.01% 707

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Prospera Financial Services's NAD Position: Q2 2026 in Review

Prospera Financial Services reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 2.8% in Q2 2026, selling an estimated $41.3K and leaving 122,291 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #607.

Prospera Financial Services first reported a position in NAD in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.62M in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Prospera Financial Services held 122,291 shares of Nuveen Quality Municipal Income Fund worth $1.48M as of Q2 2026.
  • Prospera Financial Services sold 3,500 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $41.3K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #607 holding.
  • Prospera Financial Services first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and has held it in 20 quarters since.
  • Prospera Financial Services's Nuveen Quality Municipal Income Fund position peaked at $1.62M in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.