Ranch Capital Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Ranch Capital 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 Q3	–	Sell	-10,476	Closed	-$118K	–	154
2025 Q2	$118K	Hold	10,476	–	–	0.05%	142
2025 Q1	$121K	Hold	10,476	–	–	0.06%	139
2024 Q4	$122K	Sell	10,476 -2,855	-21%	-$34.4K	0.06%	140
2024 Q3	$165K	Hold	13,331	–	–	0.08%	144
2024 Q2	$157K	Hold	13,331	–	–	0.08%	149
2024 Q1	$153K	Hold	13,331	–	–	0.08%	150
2023 Q4	$153K	Hold	13,331	–	–	0.1%	142
2023 Q3	$135K	Hold	13,331	–	–	0.09%	139
2023 Q2	$150K	Hold	13,331	–	–	0.11%	140
2023 Q1	$154K	Hold	13,331	–	–	0.11%	142
2022 Q4	$157K	Sell	13,331 -23,147	-63%	-$260K	0.12%	142
2022 Q3	$401K	Sell	36,478 -200	-0.5%	-$2.5K	0.33%	94
2022 Q2	$457K	Hold	36,678	–	–	0.35%	87
2022 Q1	$490K	Sell	36,678 -2,000	-5%	-$28.7K	0.32%	91
2021 Q4	$623K	Hold	38,678	–	–	0.41%	82
2021 Q3	$604K	Buy	+38,678	New	+$627K	0.38%	80
2021 Q2	–	Sell	-42,428	Closed	-$660K	–	76
2021 Q1	$642K	Hold	42,428	–	–	0.42%	71
2020 Q4	$652K	Hold	42,428	–	–	0.47%	65
2020 Q3	$616K	Hold	42,428	–	–	0.5%	63
2020 Q2	$633K	Hold	42,428	–	–	0.5%	60
2020 Q1	$582K	Hold	42,428	–	–	0.58%	45
2019 Q4	$619K	Buy	42,428 +2,057	+5%	+$29.8K	0.5%	53
2019 Q3	$580K	Buy	+40,371	New	+$579K	0.62%	46

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ranch Capital Advisors's NAD Position: Q3 2025 in Review

Ranch Capital Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 10,476 shares — an estimated $118K sold.

Ranch Capital Advisors first reported a position in NAD in Q3 2019 and held it in 23 quarters. The position peaked at $652K in Q4 2020. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

Ranch Capital Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Ranch Capital Advisors sold 10,476 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $118K.
Ranch Capital Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and held it in 23 quarters.
Ranch Capital Advisors's Nuveen Quality Municipal Income Fund position peaked at $652K in Q4 2020.
271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Ranch Capital Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.