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Stratos Wealth Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Stratos Wealth Partners’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 		$1.54M Buy
127,472
+8,575
+7% +$101K 0.02% 684
2026
Q1 		$1.37M Buy
118,897
+8,385
+8% +$101K 0.02% 683
2025
Q4 		$1.33M Buy
110,512
+19,000
+21% +$227K 0.02% 668
2025
Q3 		$1.07M Buy
91,512
+6,916
+8% +$78.7K 0.01% 728
2025
Q2 		$955K Sell
84,596
-2,854
-3% -$32K 0.01% 705
2025
Q1 		$1.01M Sell
87,450
-16,842
-16% -$198K 0.02% 658
2024
Q4 		$1.22M Buy
104,292
+22,807
+28% +$274K 0.02% 624
2024
Q3 		$1.01M Buy
81,485
+3,528
+5% +$42.4K 0.01% 681
2024
Q2 		$915K Buy
77,957
+2,561
+3% +$28.9K 0.01% 681
2024
Q1 		$864K Sell
75,396
-49,458
-40% -$559K 0.01% 699
2023
Q4 		$1.43M Sell
124,854
-1,334
-1% -$14.1K 0.03% 501
2023
Q3 		$1.28M Buy
126,188
+7,561
+6% +$82.3K 0.03% 485
2023
Q2 		$1.34M Buy
118,627
+1,223
+1% +$13.8K 0.03% 449
2023
Q1 		$1.35M Buy
117,404
+2,345
+2% +$27.1K 0.04% 404
2022
Q4 		$1.36M Buy
115,059
+54,296
+89% +$610K 0.03% 430
2022
Q3 		$668K Buy
60,763
+2,031
+3% +$25.3K 0.02% 599
2022
Q2 		$732K Buy
58,732
+15,152
+35% +$192K 0.02% 594
2022
Q1 		$582K Buy
43,580
+15,152
+53% +$218K 0.01% 758
2021
Q4 		$458K Buy
28,428
+1,438
+5% +$22.5K 0.01% 841
2021
Q3 		$422K Sell
26,990
-44,315
-62% -$718K 0.01% 816
2021
Q2 		$1.14M Buy
71,305
+12,779
+22% +$199K 0.03% 503
2021
Q1 		$886K Sell
58,526
-13,154
-18% -$198K 0.02% 536
2020
Q4 		$1.1M Buy
71,680
+5,293
+8% +$78.2K 0.03% 419
2020
Q3 		$964K Buy
66,387
+3,287
+5% +$47.7K 0.03% 408
2020
Q2 		$885K Buy
63,100
+21,616
+52% +$295K 0.03% 403
2020
Q1 		$570K Sell
41,484
-31
-0.1% -$448 0.03% 485
2019
Q4 		$606K Sell
41,515
-2,683
-6% -$38.8K 0.02% 536
2019
Q3 		$635K Buy
44,198
+3,671
+9% +$52.7K 0.03% 494
2019
Q2 		$567K Sell
40,527
-3,608
-8% -$49.3K 0.02% 524
2019
Q1 		$599K Buy
44,135
+596
+1% +$7.89K 0.03% 500
2018
Q4 		$546K Buy
43,539
+2,426
+6% +$30.3K 0.03% 485
2018
Q3 		$526K Buy
41,113
+4,084
+11% +$53.7K 0.02% 526
2018
Q2 		$492K Sell
37,029
-7,726
-17% -$102K 0.02% 572
2018
Q1 		$588K Sell
44,755
-9,682
-18% -$129K 0.02% 498
2017
Q4 		$765K Buy
54,437
+1,410
+3% +$19.8K 0.03% 410
2017
Q3 		$752K Sell
53,027
-22,533
-30% -$321K 0.04% 394
2017
Q2 		$1.06M Buy
75,560
+379
+0.5% +$5.28K 0.05% 286
2017
Q1 		$1.03M Sell
75,181
-14,846
-16% -$205K 0.06% 276
2016
Q4 		$1.26M Sell
90,027
-1,193
-1% -$16.6K 0.08% 228
2016
Q3 		$1.38M Buy
91,220
+13,505
+17% +$210K 0.09% 198
2016
Q2 		$1.22M Buy
77,715
+20,200
+35% +$310K 0.09% 196
2016
Q1 		$849K Buy
57,515
+2,207
+4% +$32.2K 0.07% 208
2015
Q4 		$805K Buy
55,308
+25,525
+86% +$358K 0.07% 208
2015
Q3 		$410K Hold
29,783
– – 0.05% 297
2015
Q2 		$404K Sell
29,783
-621
-2% -$8.74K 0.05% 294
2015
Q1 		$435K Sell
30,404
-30
-0.1% -$430 0.05% 334
2014
Q4 		$436K Buy
+30,434
New +$430K 0.08% 269

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

Stratos Wealth Partners's NAD Position: Q2 2026 in Review

Stratos Wealth Partners increased its Nuveen Quality Municipal Income Fund (NAD) stake by 7.2% in Q2 2026, buying an estimated $101K and bringing the position to 127,472 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #684.

Stratos Wealth Partners first reported a position in NAD in Q4 2014 and has held it in 47 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Stratos Wealth Partners held 127,472 shares of Nuveen Quality Municipal Income Fund worth $1.54M as of Q2 2026.
  • Stratos Wealth Partners bought 8,575 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $101K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of Stratos Wealth Partners's portfolio in Q2 2026, its #684 holding.
  • Stratos Wealth Partners first reported a position in Nuveen Quality Municipal Income Fund in Q4 2014 and has held it in 47 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.