Summit Financial Consulting’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Summit Financial Consulting’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 Q3	$320K	Hold	31,605	–	–	0.23%	36
2026 Q2	$383K	Hold	31,605	–	–	0.26%	34
2026 Q1	$363K	Hold	31,605	–	–	0.26%	32
2025 Q4	$380K	Hold	31,605	–	–	0.28%	30
2025 Q3	$369K	Hold	31,605	–	–	0.29%	27
2025 Q2	$357K	Hold	31,605	–	–	0.32%	27
2025 Q1	$364K	Buy	+31,605	New	+$371K	0.34%	28

Other funds holding NAD

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Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Summit Financial Consulting's NAD Position: Q3 2026 in Review

Summit Financial Consulting held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2026 at 31,605 shares worth $320K. The position accounts for 0.23% of the portfolio, ranked #36.

Summit Financial Consulting first reported a position in NAD in Q1 2025 and has held it in 7 quarters since. The position peaked at $383K in Q2 2026. 58 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Summit Financial Consulting held 31,605 shares of Nuveen Quality Municipal Income Fund worth $320K as of Q3 2026.
Summit Financial Consulting left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen Quality Municipal Income Fund made up 0.23% of Summit Financial Consulting's portfolio in Q3 2026, its #36 holding.
Summit Financial Consulting first reported a position in Nuveen Quality Municipal Income Fund in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's Nuveen Quality Municipal Income Fund position peaked at $383K in Q2 2026.
58 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.