Sage Private Wealth Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sage Private Wealth Group’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	$203K	Hold	16,787	–	–	0.09%	99
2026 Q1	$193K	Hold	16,787	–	–	0.1%	96
2025 Q4	$202K	Buy	+16,787	New	+$201K	0.11%	90
2025 Q3	–	Sell	-16,787	Closed	-$190K	–	91
2025 Q2	$190K	Hold	16,787	–	–	0.12%	85
2025 Q1	$193K	Hold	16,787	–	–	0.15%	86
2024 Q4	$196K	Hold	16,787	–	–	0.15%	85
2024 Q3	$208K	Hold	16,787	–	–	0.16%	88
2024 Q2	$197K	Hold	16,787	–	–	0.17%	84
2024 Q1	$192K	Hold	16,787	–	–	0.15%	81
2023 Q4	$192K	Hold	16,787	–	–	0.17%	58
2023 Q3	$170K	Hold	16,787	–	–	0.23%	48
2023 Q2	$189K	Hold	16,787	–	–	0.26%	47
2023 Q1	$194K	Buy	+16,787	New	+$194K	0.22%	45

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

Sage Private Wealth Group's NAD Position: Q2 2026 in Review

Sage Private Wealth Group held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 16,787 shares worth $203K. The position accounts for 0.09% of the portfolio, ranked #99.

Sage Private Wealth Group first reported a position in NAD in Q1 2023 and has held it in 13 quarters since. The position peaked at $208K in Q3 2024. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Sage Private Wealth Group held 16,787 shares of Nuveen Quality Municipal Income Fund worth $203K as of Q2 2026.
Sage Private Wealth Group left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.09% of Sage Private Wealth Group's portfolio in Q2 2026, its #99 holding.
Sage Private Wealth Group first reported a position in Nuveen Quality Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
Sage Private Wealth Group's Nuveen Quality Municipal Income Fund position peaked at $208K in Q3 2024.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.