Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SWA
Stratos Wealth Advisors’s
Nuveen Quality Municipal Income Fund
NAD
Stock Holding History
Stratos Wealth Advisors’s Portfolio
NAD Stock Details
NAD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2025
Q2
$813K
Hold
72,001
–
–
0.04%
346
2025
Q1
$829K
Sell
72,001
-628
-
0.9
%
-$7.24K
0.05%
335
2024
Q4
$847K
Sell
72,629
-230
-
0.3
%
-$2.68K
0.04%
358
2024
Q3
$902K
Buy
72,859
+26,812
+
58
%
+$332K
0.04%
376
2024
Q2
$541K
Buy
+46,047
New
+$541K
0.03%
452
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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