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

Sheaff Brock 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
2025 Q1	$152K	Hold	13,178	–	–	0.01%	420
2024 Q4	$154K	Hold	13,178	–	–	0.01%	417
2024 Q3	$163K	Hold	13,178	–	–	0.01%	416
2024 Q2	$155K	Hold	13,178	–	–	0.01%	412
2024 Q1	$151K	Hold	13,178	–	–	0.01%	460
2023 Q4	$151K	Sell	13,178 -1,355	-9%	-$14.3K	0.01%	434
2023 Q3	$147K	Hold	14,533	–	–	0.01%	413
2023 Q2	$164K	Hold	14,533	–	–	0.01%	439
2023 Q1	$168K	Hold	14,533	–	–	0.02%	460
2022 Q4	$171K	Hold	14,533	–	–	0.02%	433
2022 Q3	$160K	Hold	14,533	–	–	0.02%	435
2022 Q2	$181K	Hold	14,533	–	–	0.02%	435
2022 Q1	$194K	Hold	14,533	–	–	0.01%	487
2021 Q4	$234K	Hold	14,533	–	–	0.02%	449
2021 Q3	$227K	Hold	14,533	–	–	0.02%	461
2021 Q2	$233K	Hold	14,533	–	–	0.02%	426
2021 Q1	$221K	Hold	14,533	–	–	0.02%	418
2020 Q4	$223K	Hold	14,533	–	–	0.02%	400
2020 Q3	$211K	Sell	14,533 -3,825	-21%	-$55.5K	0.02%	381
2020 Q2	$257K	Hold	18,358	–	–	0.03%	339
2020 Q1	$252K	Sell	18,358 -1,785	-9%	-$25.8K	0.03%	298
2019 Q4	$294K	Hold	20,143	–	–	0.03%	341
2019 Q3	$289K	Hold	20,143	–	–	0.03%	343
2019 Q2	$282K	Hold	20,143	–	–	0.03%	346
2019 Q1	$273K	Hold	20,143	–	–	0.03%	359
2018 Q4	$253K	Hold	20,143	–	–	0.04%	352
2018 Q3	$258K	Hold	20,143	–	–	0.02%	387
2018 Q2	$268K	Sell	20,143 -5,466	-21%	-$71.9K	0.03%	388
2018 Q1	$337K	Sell	25,609 -2,888	-10%	-$38.6K	0.03%	332
2017 Q4	$401K	Hold	28,497	–	–	0.05%	293
2017 Q3	$404K	Hold	28,497	–	–	0.05%	298
2017 Q2	$400K	Buy	28,497 +17,003	+148%	+$237K	0.05%	320
2017 Q1	$157K	Hold	11,494	–	–	0.02%	535
2016 Q4	$160K	Buy	+11,494	New	+$160K	0.02%	534

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's NAD Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2025 at 13,178 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #420.

Sheaff Brock Investment Advisors first reported a position in NAD in Q4 2016 and has held it in 34 quarters since. The position peaked at $404K in Q3 2017. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

Sheaff Brock Investment Advisors held 13,178 shares of Nuveen Quality Municipal Income Fund worth $152K as of Q1 2025.
Sheaff Brock Investment Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2025.
Nuveen Quality Municipal Income Fund made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #420 holding.
Sheaff Brock Investment Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 34 quarters since.
Sheaff Brock Investment Advisors's Nuveen Quality Municipal Income Fund position peaked at $404K in Q3 2017.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.