SWM
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Spire Wealth Management’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Spire Wealth Management’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 		$601K Buy
49,547
+7,500
+18% +$88.6K 0.02% 509
2026
Q1 		$484K Hold
42,047
– – 0.02% 547
2025
Q4 		$505K Buy
42,047
+4,500
+12% +$53.8K 0.02% 544
2025
Q3 		$439K Buy
37,547
+6,000
+19% +$68.2K 0.01% 563
2025
Q2 		$356K Buy
31,547
+9,000
+40% +$101K 0.01% 596
2025
Q1 		$260K Buy
22,547
+5,000
+28% +$58.7K 0.01% 759
2024
Q4 		$205K Buy
17,547
+1,640
+10% +$19.7K 0.01% 812
2024
Q3 		$197K Buy
15,907
+366
+2% +$4.39K 0.01% 729
2024
Q2 		$182K Sell
15,541
-18,223
-54% -$205K 0.01% 737
2024
Q1 		$387K Sell
33,764
-534
-2% -$6.03K 0.01% 587
2023
Q4 		$380K Sell
34,298
-5,193
-13% -$54.8K 0.01% 583
2023
Q3 		$400K Sell
39,491
-34,130
-46% -$371K 0.02% 522
2023
Q2 		$830K Buy
73,621
+201
+0.3% +$2.26K 0.03% 383
2023
Q1 		$847K Buy
73,420
+45,671
+165% +$528K 0.03% 377
2022
Q4 		$327K Sell
27,749
-4,955
-15% -$55.7K 0.02% 442
2022
Q3 		$360K Sell
32,704
-97,277
-75% -$1.21M 0.02% 401
2022
Q2 		$1.62M Sell
129,981
-64,563
-33% -$817K 0.07% 238
2022
Q1 		$2.6M Sell
194,544
-20,014
-9% -$287K 0.07% 233
2021
Q4 		$3.46M Buy
214,558
+13,700
+7% +$215K 0.08% 217
2021
Q3 		$3.29M Buy
200,858
+12,054
+6% +$195K 0.09% 211
2021
Q2 		$3.04M Buy
188,804
+153,095
+429% +$2.38M 0.08% 225
2021
Q1 		$556K Buy
+35,709
New +$539K 0.01% 634

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

Spire Wealth Management's NAD Position: Q2 2026 in Review

Spire Wealth Management increased its Nuveen Quality Municipal Income Fund (NAD) stake by 18% in Q2 2026, buying an estimated $88.6K and bringing the position to 49,547 shares worth $601K. The position accounts for 0.02% of the portfolio, ranked #509.

Spire Wealth Management first reported a position in NAD in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.46M in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Spire Wealth Management held 49,547 shares of Nuveen Quality Municipal Income Fund worth $601K as of Q2 2026.
  • Spire Wealth Management bought 7,500 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $88.6K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Spire Wealth Management first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Nuveen Quality Municipal Income Fund position peaked at $3.46M in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.