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

SFMG 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
2026 Q1	$161K	Buy	13,959 +1,250	+10%	+$15K	0.01%	304
2025 Q4	$153K	Hold	12,709	–	–	0.01%	291
2025 Q3	$149K	Hold	12,709	–	–	0.01%	296
2025 Q2	$143K	Hold	12,709	–	–	0.01%	261
2025 Q1	$146K	Hold	12,709	–	–	0.01%	262
2024 Q4	$148K	Hold	12,709	–	–	0.01%	256
2024 Q3	$157K	Hold	12,709	–	–	0.01%	258
2024 Q2	$149K	Sell	12,709 -1,030	-7%	-$11.6K	0.01%	254
2024 Q1	$157K	Buy	13,739 +12	+0.1%	+$136	0.01%	258
2023 Q4	$157K	Buy	13,727 +12	+0.1%	+$127	0.01%	250
2023 Q3	$139K	Buy	+13,715	New	+$149K	0.01%	231

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MGAM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SFMG Wealth Advisors's NAD Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 9.8% in Q1 2026, buying an estimated $15K and bringing the position to 13,959 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #304.

SFMG Wealth Advisors first reported a position in NAD in Q3 2023 and has held it in 11 quarters since. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

SFMG Wealth Advisors held 13,959 shares of Nuveen Quality Municipal Income Fund worth $161K as of Q1 2026.
SFMG Wealth Advisors bought 1,250 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $15K.
Nuveen Quality Municipal Income Fund made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #304 holding.
SFMG Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and has held it in 11 quarters since.
283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.