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Provenance Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Provenance Wealth Advisors’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
Q1 		– Sell
-933
Closed -$10.9K – 572
2024
Q4 		$10.9K Hold
933
– – ﹤0.01% 310
2024
Q3 		$11.6K Buy
+933
New +$11.2K ﹤0.01% 328

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BI
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UBS Group
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Provenance Wealth Advisors's NAD Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 933 shares — an estimated $10.9K sold.

Provenance Wealth Advisors first reported a position in NAD in Q3 2024 and held it in 2 quarters. The position peaked at $11.6K in Q3 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 933 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $10.9K.
  • Provenance Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $11.6K in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.