SWM
NAD icon

SHP Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

SHP Wealth Management’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 		$23.8K Buy
1,960
+24
+1% +$283 ﹤0.01% 742
2026
Q1 		$22.3K Buy
1,936
+22
+1% +$264 ﹤0.01% 699
2025
Q4 		$23K Buy
+1,914
New +$22.9K ﹤0.01% 656

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

SHP Wealth Management's NAD Position: Q2 2026 in Review

SHP Wealth Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.2% in Q2 2026, buying an estimated $283 and bringing the position to 1,960 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

SHP Wealth Management first reported a position in NAD in Q4 2025 and has held it in 3 quarters since. 285 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • SHP Wealth Management held 1,960 shares of Nuveen Quality Municipal Income Fund worth $23.8K as of Q2 2026.
  • SHP Wealth Management bought 24 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $283.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #742 holding.
  • SHP Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.