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

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 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

GFS Advisors Houston, Texas $948M AUM 32.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 201 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.
201 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.