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Summa Corp’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Summa Corp’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
Q1 		– Sell
-16,900
Closed -$203K – 85
2025
Q4 		$203K Sell
16,900
-13,564
-45% -$162K 0.09% 76
2025
Q3 		$356K Hold
30,464
– – 0.16% 60
2025
Q2 		$337K Buy
+30,464
New +$342K 0.18% 58
2024
Q4 		– Sell
-30,464
Closed -$377K – 65
2024
Q3 		$377K Hold
30,464
– – 0.18% 50
2024
Q2 		$358K Buy
+30,464
New +$344K 0.17% 48

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Summa Corp's NAD Position: Q1 2026 in Review

Summa Corp sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 16,900 shares — an estimated $203K sold.

Summa Corp first reported a position in NAD in Q2 2024 and held it in 5 quarters. The position peaked at $377K in Q3 2024. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Summa Corp reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Summa Corp sold 16,900 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $203K.
  • Summa Corp first reported a position in Nuveen Quality Municipal Income Fund in Q2 2024 and held it in 5 quarters.
  • Summa Corp's Nuveen Quality Municipal Income Fund position peaked at $377K in Q3 2024.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.