Simon Quick Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Simon Quick 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 Q2	–	Sell	-16,613	Closed	-$191K	–	540
2025 Q1	$191K	Buy	16,613 +547	+3%	+$6.42K	0.01%	578
2024 Q4	$187K	Buy	16,066 +912	+6%	+$11K	0.01%	458
2024 Q3	$188K	Buy	15,154 +890	+6%	+$10.7K	0.01%	412
2024 Q2	$167K	Sell	14,264 -7,433	-34%	-$83.8K	0.01%	371
2024 Q1	$249K	Buy	21,697 +2,764	+15%	+$31.2K	0.02%	346
2023 Q4	$217K	Buy	+18,933	New	+$200K	0.02%	300

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Simon Quick Advisors's NAD Position: Q2 2025 in Review

Simon Quick Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q2 2025, closing a stake of 16,613 shares — an estimated $191K sold.

Simon Quick Advisors first reported a position in NAD in Q4 2023 and held it in 6 quarters. The position peaked at $249K in Q1 2024. 274 funds tracked by Wall St. Rank hold NAD as of Q2 2025.

Simon Quick Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 16,613 Nuveen Quality Municipal Income Fund shares in Q2 2025, an estimated $191K.
Simon Quick Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2023 and held it in 6 quarters.
Simon Quick Advisors's Nuveen Quality Municipal Income Fund position peaked at $249K in Q1 2024.
274 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.