Sowell Financial Services’s Nuveen Quality Municipal Income Fund NAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $192K | Sell |
15,882
-4,839
| -23% | -$57.1K | 0.01% | 1090 |
|
|
2026
Q1 | $238K | Buy |
20,721
+102
| +0.5% | +$1.23K | 0.01% | 938 |
|
|
2025
Q4 | $248K | Sell |
20,619
-13,170
| -39% | -$157K | 0.01% | 913 |
|
|
2025
Q3 | $395K | Buy |
33,789
+10,534
| +45% | +$120K | 0.02% | 716 |
|
|
2025
Q2 | $263K | Sell |
23,255
-5,379
| -19% | -$60.3K | 0.01% | 853 |
|
|
2025
Q1 | $330K | Buy |
28,634
+5,082
| +22% | +$59.7K | 0.02% | 722 |
|
|
2024
Q4 | $275K | Buy |
+23,552
| New | +$283K | 0.01% | 474 |
|
|
2023
Q4 | – | Sell |
-29,513
| Closed | -$300K | – | 564 |
|
|
2023
Q3 | $300K | Buy |
29,513
+60
| +0.2% | +$653 | 0.02% | 461 |
|
|
2023
Q2 | $333K | Buy |
29,453
+60
| +0.2% | +$676 | 0.02% | 502 |
|
|
2023
Q1 | $339K | Buy |
29,393
+39
| +0.1% | +$451 | 0.03% | 528 |
|
|
2022
Q4 | $346K | Buy |
29,354
+98
| +0.3% | +$1.1K | 0.02% | 468 |
|
|
2022
Q3 | $323K | Buy |
29,256
+75
| +0.3% | +$936 | 0.03% | 361 |
|
|
2022
Q2 | $366K | Buy |
+29,181
| New | +$369K | 0.03% | 243 |
|
|
2022
Q1 | – | Sell |
-26,994
| Closed | -$435K | – | 388 |
|
|
2021
Q4 | $435K | Sell |
26,994
-2,672
| -9% | -$41.9K | 0.02% | 449 |
|
|
2021
Q3 | $465K | Buy |
29,666
+59
| +0.2% | +$956 | 0.03% | 404 |
|
|
2021
Q2 | $476K | Sell |
29,607
-2,830
| -9% | -$44K | 0.03% | 422 |
|
|
2021
Q1 | $502K | Buy |
32,437
+23,692
| +271% | +$357K | 0.02% | 640 |
|
|
2020
Q4 | $134K | Buy |
8,745
+769
| +10% | +$11.4K | 0.01% | 1031 |
|
|
2020
Q3 | $116K | Buy |
7,976
+61
| +0.8% | +$886 | 0.01% | 921 |
|
|
2020
Q2 | $111K | Buy |
7,915
+60
| +0.8% | +$818 | 0.01% | 933 |
|
|
2020
Q1 | $108K | Buy |
7,855
+36
| +0.5% | +$520 | 0.01% | 819 |
|
|
2019
Q4 | $114K | Sell |
7,819
-27,182
| -78% | -$393K | 0.01% | 880 |
|
|
2019
Q3 | $503K | Buy |
+35,001
| New | +$502K | 0.04% | 414 |
|
|
2019
Q1 | $472K | Buy |
34,764
+4,606
| +15% | +$61K | 0.05% | 344 |
|
|
2018
Q4 | $378K | Buy |
30,158
+6,194
| +26% | +$77.5K | 0.05% | 330 |
|
|
2018
Q3 | $306K | Buy |
23,964
+4
| +0% | +$53 | 0.04% | 266 |
|
|
2018
Q2 | $317K | Buy |
23,960
+11
| +0% | +$145 | 0.07% | 215 |
|
|
2018
Q1 | $314K | Buy |
23,949
+14
| +0.1% | +$187 | 0.08% | 207 |
|
|
2017
Q4 | $328K | Buy |
23,935
+10,514
| +78% | +$147K | 0.08% | 199 |
|
|
2017
Q3 | $186K | Buy |
+13,421
| New | +$191K | 0.05% | 238 |
|
|
2017
Q1 | – | Sell |
-8,286
| Closed | -$114K | – | 458 |
|
|
2016
Q4 | $114K | Buy |
+8,286
| New | +$115K | 0.04% | 254 |
|
Other funds holding NAD
GC
HWAM
MGAM
Sowell Financial Services's NAD Position: Q2 2026 in Review
Sowell Financial Services reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 23% in Q2 2026, selling an estimated $57.1K and leaving 15,882 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1090.
Sowell Financial Services first reported a position in NAD in Q4 2016 and has held it in 31 quarters since. The position peaked at $503K in Q3 2019. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.
- Sowell Financial Services held 15,882 shares of Nuveen Quality Municipal Income Fund worth $192K as of Q2 2026.
- Sowell Financial Services sold 4,839 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $57.1K.
- Nuveen Quality Municipal Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1090 holding.
- Sowell Financial Services first reported a position in Nuveen Quality Municipal Income Fund in Q4 2016 and has held it in 31 quarters since.
- Sowell Financial Services's Nuveen Quality Municipal Income Fund position peaked at $503K in Q3 2019.
- 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.