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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SHP Wealth Management's NAD Position: Q1 2026 in Review

SHP Wealth Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.1% in Q1 2026, buying an estimated $264 and bringing the position to 1,936 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

SHP Wealth Management first reported a position in NAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $23K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • SHP Wealth Management held 1,936 shares of Nuveen Quality Municipal Income Fund worth $22.3K as of Q1 2026.
  • SHP Wealth Management bought 22 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $264.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #699 holding.
  • SHP Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $23K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.