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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-72,001	Closed	-$813K	–	701
2025 Q2	$813K	Hold	72,001	–	–	0.04%	346
2025 Q1	$829K	Sell	72,001 -628	-0.9%	-$7.38K	0.05%	335
2024 Q4	$847K	Sell	72,629 -230	-0.3%	-$2.77K	0.04%	358
2024 Q3	$902K	Buy	72,859 +26,812	+58%	+$322K	0.04%	376
2024 Q2	$541K	Buy	+46,047	New	+$519K	0.03%	452

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stratos Wealth Advisors's NAD Position: Q3 2025 in Review

Stratos Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 72,001 shares — an estimated $813K sold.

Stratos Wealth Advisors first reported a position in NAD in Q2 2024 and held it in 5 quarters. The position peaked at $902K in Q3 2024. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

Stratos Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Stratos Wealth Advisors sold 72,001 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $813K.
Stratos Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 5 quarters.
Stratos Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $902K in Q3 2024.
271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Stratos Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.