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

SOA 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	$4.76K	Hold	393	–	–	﹤0.01%	708
2026 Q1	$4.52K	Hold	393	–	–	﹤0.01%	659
2025 Q4	$4.72K	Hold	393	–	–	﹤0.01%	665
2025 Q3	$4.59K	Hold	393	–	–	﹤0.01%	672
2025 Q2	$4.44K	Hold	393	–	–	﹤0.01%	661
2025 Q1	$4.53K	Hold	393	–	–	﹤0.01%	641
2024 Q4	$4.58K	Hold	393	–	–	﹤0.01%	628
2024 Q3	$4.87K	Hold	393	–	–	﹤0.01%	608
2024 Q2	$4.61K	Hold	393	–	–	﹤0.01%	614
2024 Q1	$4.5K	Hold	393	–	–	﹤0.01%	621
2023 Q4	$4.5K	Hold	393	–	–	﹤0.01%	611
2023 Q3	$3.98K	Hold	393	–	–	﹤0.01%	649
2023 Q2	$4.43K	Hold	393	–	–	﹤0.01%	636
2023 Q1	$4.53K	Hold	393	–	–	﹤0.01%	633
2022 Q4	$4.64K	Hold	393	–	–	﹤0.01%	632
2022 Q3	$4K	Hold	393	–	–	﹤0.01%	630
2022 Q2	$4K	Hold	393	–	–	﹤0.01%	617
2022 Q1	$5K	Hold	393	–	–	﹤0.01%	690
2021 Q4	$6K	Hold	393	–	–	﹤0.01%	640
2021 Q3	$6K	Hold	393	–	–	﹤0.01%	663
2021 Q2	$6K	Hold	393	–	–	﹤0.01%	649
2021 Q1	$5K	Hold	393	–	–	﹤0.01%	627
2020 Q4	$6K	Buy	+393	New	+$5.81K	﹤0.01%	590

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

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

SOA Wealth Advisors held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 393 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

SOA Wealth Advisors first reported a position in NAD in Q4 2020 and has held it in 23 quarters since. The position peaked at $6K in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

SOA Wealth Advisors held 393 shares of Nuveen Quality Municipal Income Fund worth $4.76K as of Q2 2026.
SOA Wealth Advisors left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #708 holding.
SOA Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $6K in Q4 2021.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.