SFC
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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
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

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Summit Financial Consulting's NAD Position: Q1 2026 in Review

Summit Financial Consulting held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q1 2026 at 31,605 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #32.

Summit Financial Consulting first reported a position in NAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 283 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • Summit Financial Consulting held 31,605 shares of Nuveen Quality Municipal Income Fund worth $363K as of Q1 2026.
  • Summit Financial Consulting left its Nuveen Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen Quality Municipal Income Fund made up 0.26% of Summit Financial Consulting's portfolio in Q1 2026, its #32 holding.
  • Summit Financial Consulting first reported a position in Nuveen Quality Municipal Income Fund in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's Nuveen Quality Municipal Income Fund position peaked at $380K in Q4 2025.
  • 283 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.