Realta Investment Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Realta Investment 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
2026 Q2	$593K	Hold	48,897	–	–	0.18%	118
2026 Q1	$562K	Hold	48,897	–	–	0.2%	116
2025 Q4	$588K	Hold	48,897	–	–	0.19%	111
2025 Q3	$572K	Hold	48,897	–	–	0.19%	106
2025 Q2	$552K	Buy	48,897 +24,770	+103%	+$278K	0.22%	96
2025 Q1	$278K	Hold	24,127	–	–	0.13%	144
2024 Q4	$286K	Hold	24,127	–	–	0.12%	149
2024 Q3	$295K	Sell	24,127 -24,770	-51%	-$297K	0.14%	145
2024 Q2	$574K	Hold	48,897	–	–	0.11%	204
2024 Q1	$560K	Hold	48,897	–	–	0.12%	214
2023 Q4	$560K	Hold	48,897	–	–	0.13%	205
2023 Q3	$551K	Hold	48,897	–	–	0.13%	187
2023 Q2	$551K	Hold	48,897	–	–	0.12%	201
2023 Q1	$564K	Hold	48,897	–	–	0.14%	189
2022 Q4	$577K	Hold	48,897	–	–	0.14%	176
2022 Q3	$538K	Sell	48,897 -367	-0.7%	-$4.58K	0.14%	178
2022 Q2	$624K	Hold	49,264	–	–	0.15%	155
2022 Q1	$658K	Sell	49,264 -104	-0.2%	-$1.49K	0.13%	171
2021 Q4	$795K	Sell	49,368 -100	-0.2%	-$1.57K	0.17%	141
2021 Q3	$773K	Hold	49,468	–	–	0.18%	141
2021 Q2	$792K	Buy	49,468 +38,897	+368%	+$605K	0.19%	141
2021 Q1	$160K	Buy	10,571 +27	+0.3%	+$407	0.04%	363
2020 Q4	$162K	Hold	10,544	–	–	0.05%	319
2020 Q3	$153K	Buy	10,544 +79	+0.8%	+$1.15K	0.05%	296
2020 Q2	$147K	Buy	10,465 +465	+5%	+$6.34K	0.05%	322
2020 Q1	$137K	Hold	10,000	–	–	0.06%	275
2019 Q4	$144K	Hold	10,000	–	–	0.04%	412
2019 Q3	$144K	Hold	10,000	–	–	0.04%	413
2019 Q2	$140K	Buy	+10,000	New	+$137K	0.04%	407

Other funds holding NAD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWA

Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KCIC

Kuhn & Co Investment Counsel Chicago, Illinois $173M AUM 27.58% 1-Year Est. Return

Realta Investment Advisors's NAD Position: Q2 2026 in Review

Realta Investment Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 48,897 shares worth $593K. The position accounts for 0.18% of the portfolio, ranked #118.

Realta Investment Advisors first reported a position in NAD in Q2 2019 and has held it in 29 quarters since. The position peaked at $795K in Q4 2021. 135 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Realta Investment Advisors held 48,897 shares of Nuveen Quality Municipal Income Fund worth $593K as of Q2 2026.
Realta Investment Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.18% of Realta Investment Advisors's portfolio in Q2 2026, its #118 holding.
Realta Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2019 and has held it in 29 quarters since.
Realta Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $795K in Q4 2021.
135 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.