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Silver Oak Securities’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Silver Oak Securities’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 		– Sell
-9,881
Closed -$114K – 876
2026
Q1 		$114K Buy
9,881
+1,079
+12% +$13K 0.01% 758
2025
Q4 		$106K Buy
+8,802
New +$105K 0.01% 782

Other funds holding NAD

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GC
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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

Silver Oak Securities's NAD Position: Q2 2026 in Review

Silver Oak Securities sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2026, closing a stake of 9,881 shares — an estimated $114K sold.

Silver Oak Securities first reported a position in NAD in Q4 2025 and held it in 2 quarters. The position peaked at $114K in Q1 2026. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Silver Oak Securities reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 9,881 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $114K.
  • Silver Oak Securities first reported a position in Nuveen Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Silver Oak Securities's Nuveen Quality Municipal Income Fund position peaked at $114K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.