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

Sightline 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 		$2.59M Buy
213,893
+12,395
+6% +$146K 0.95% 24
2026
Q1 		$2.32M Buy
201,498
+160,026
+386% +$1.92M 0.98% 24
2025
Q4 		$498K Buy
+41,472
New +$496K 0.21% 60

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

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

Sightline Wealth Advisors increased its Nuveen Quality Municipal Income Fund (NAD) stake by 6.2% in Q2 2026, buying an estimated $146K and bringing the position to 213,893 shares worth $2.59M. The position accounts for 0.95% of the portfolio, ranked #24.

Sightline Wealth Advisors first reported a position in NAD in Q4 2025 and has held it in 3 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Sightline Wealth Advisors held 213,893 shares of Nuveen Quality Municipal Income Fund worth $2.59M as of Q2 2026.
  • Sightline Wealth Advisors bought 12,395 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $146K.
  • Nuveen Quality Municipal Income Fund made up 0.95% of Sightline Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • Sightline Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.