Steward Partners Investment Advisory’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Steward Partners Investment Advisory’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	$2.37M	Buy	195,686 +4,433	+2%	+$52.3K	0.01%	844
2026 Q1	$2.2M	Sell	191,253 -4,258	-2%	-$51.2K	0.01%	819
2025 Q4	$2.35M	Buy	195,511 +1,447	+0.7%	+$17.3K	0.01%	734
2025 Q3	$2.27M	Buy	194,064 +531	+0.3%	+$6.04K	0.01%	734
2025 Q2	$2.18M	Buy	193,533 +133,303	+221%	+$1.5M	0.02%	692
2025 Q1	$694K	Sell	60,230 -4,436	-7%	-$52.1K	0.01%	1066
2024 Q4	$754K	Buy	64,666 +477	+0.7%	+$5.74K	0.01%	974
2024 Q3	$795K	Buy	64,189 +5,603	+10%	+$67.3K	0.01%	938
2024 Q2	$688K	Buy	58,586 +907	+2%	+$10.2K	0.01%	934
2024 Q1	$661K	Buy	57,679 +4,062	+8%	+$45.9K	0.01%	945
2023 Q4	$614K	Buy	53,617 +26,340	+97%	+$278K	0.01%	910
2023 Q3	$277K	Sell	27,277 -751	-3%	-$8.17K	﹤0.01%	1151
2023 Q2	$316K	Sell	28,028 -1,917	-6%	-$21.6K	﹤0.01%	1098
2023 Q1	$345K	Buy	29,945 +3,176	+12%	+$36.8K	0.01%	1060
2022 Q4	$316K	Sell	26,769 -12,906	-33%	-$145K	0.01%	1062
2022 Q3	$436K	Buy	39,675 +13,147	+50%	+$164K	0.01%	904
2022 Q2	$331K	Buy	26,528 +8,308	+46%	+$105K	0.01%	994
2022 Q1	$243K	Buy	18,220 +2,588	+17%	+$37.2K	﹤0.01%	1219
2021 Q4	$252K	Buy	15,632 +2,854	+22%	+$44.7K	﹤0.01%	1220
2021 Q3	$200K	Buy	12,778 +800	+7%	+$13K	﹤0.01%	1271
2021 Q2	$192K	Sell	11,978 -41,606	-78%	-$647K	﹤0.01%	1575
2021 Q1	$811K	Buy	53,584 +42,406	+379%	+$640K	0.01%	720
2020 Q4	$172K	Buy	11,178 +1,650	+17%	+$24.4K	﹤0.01%	1133
2020 Q3	$138K	Buy	9,528 +551	+6%	+$8K	﹤0.01%	1085
2020 Q2	$126K	Sell	8,977 -3,914	-30%	-$53.4K	﹤0.01%	1053
2020 Q1	$177K	Buy	12,891 +900	+8%	+$13K	0.01%	826
2019 Q4	$175K	Buy	11,991 +1,250	+12%	+$18.1K	0.01%	922
2019 Q3	$154K	Buy	10,741 +6,500	+153%	+$93.2K	0.01%	931
2019 Q2	$59K	Buy	+4,241	New	+$58K	﹤0.01%	1275
2018 Q4	–	Sell	-14,561	Closed	-$186K	–	1632
2018 Q3	$186K	Sell	14,561 -8,718	-37%	-$115K	0.01%	740
2018 Q2	$310K	Buy	23,279 +8,655	+59%	+$114K	0.02%	560
2018 Q1	$192K	Buy	14,624 +123	+0.8%	+$1.64K	0.01%	626
2017 Q4	$203K	Buy	14,501 +12,147	+516%	+$170K	0.02%	515
2017 Q3	$33K	Buy	2,354 +6	+0.3%	+$86	﹤0.01%	797
2017 Q2	$32K	Buy	2,348 +332	+16%	+$4.63K	﹤0.01%	748
2017 Q1	$27K	Buy	+2,016	New	+$27.8K	﹤0.01%	680

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

Steward Partners Investment Advisory's NAD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen Quality Municipal Income Fund (NAD) stake by 2.3% in Q2 2026, buying an estimated $52.3K and bringing the position to 195,686 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #844.

Steward Partners Investment Advisory first reported a position in NAD in Q1 2017 and has held it in 36 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Steward Partners Investment Advisory held 195,686 shares of Nuveen Quality Municipal Income Fund worth $2.37M as of Q2 2026.
Steward Partners Investment Advisory bought 4,433 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $52.3K.
Nuveen Quality Municipal Income Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #844 holding.
Steward Partners Investment Advisory first reported a position in Nuveen Quality Municipal Income Fund in Q1 2017 and has held it in 36 quarters since.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.