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 Q2	$169K	Hold	13,959	–	–	0.01%	322
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 $1.89T 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

SFMG Wealth Advisors's NAD Position: Q2 2026 in Review

SFMG Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 13,959 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #322.

SFMG Wealth Advisors first reported a position in NAD in Q3 2023 and has held it in 12 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

SFMG Wealth Advisors held 13,959 shares of Nuveen Quality Municipal Income Fund worth $169K as of Q2 2026.
SFMG Wealth Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #322 holding.
SFMG Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.