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

Summit Financial’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 		$1.18M Buy
96,436
+2,558
+3% +$30.2K 0.01% 794
2026
Q1 		$1.09M Buy
93,878
+4,685
+5% +$56.3K 0.01% 747
2025
Q4 		$1.07M Buy
89,193
+7,376
+9% +$88.2K 0.02% 646
2025
Q3 		$956K Buy
81,817
+1,910
+2% +$21.7K 0.01% 668
2025
Q2 		$908K Buy
79,907
+24,534
+44% +$275K 0.02% 426
2025
Q1 		$638K Buy
55,373
+2,691
+5% +$31.6K 0.02% 456
2024
Q4 		$614K Buy
52,682
+7,273
+16% +$87.5K 0.02% 412
2024
Q3 		$566K Sell
45,409
-5,437
-11% -$65.3K 0.02% 356
2024
Q2 		$601K Buy
50,846
+31,461
+162% +$355K 0.03% 301
2024
Q1 		$223K Buy
+19,385
New +$219K 0.01% 358
2022
Q4 		– Sell
-11,787
Closed -$130K – 262
2022
Q3 		$130K Hold
11,787
– – 0.01% 247
2022
Q2 		$148K Buy
+11,787
New +$149K 0.01% 228
2022
Q1 		– Sell
-11,787
Closed -$190K – 255
2021
Q4 		$190K Hold
11,787
– – 0.01% 240
2021
Q3 		$185K Buy
11,787
+113
+1% +$1.83K 0.02% 218
2021
Q2 		$188K Buy
11,674
+135
+1% +$2.1K 0.02% 165
2021
Q1 		$175K Buy
+11,539
New +$174K 0.02% 56

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

Summit Financial's NAD Position: Q2 2026 in Review

Summit Financial increased its Nuveen Quality Municipal Income Fund (NAD) stake by 2.7% in Q2 2026, buying an estimated $30.2K and bringing the position to 96,436 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #794.

Summit Financial first reported a position in NAD in Q1 2021 and has held it in 16 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Summit Financial held 96,436 shares of Nuveen Quality Municipal Income Fund worth $1.18M as of Q2 2026.
  • Summit Financial bought 2,558 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $30.2K.
  • Nuveen Quality Municipal Income Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #794 holding.
  • Summit Financial first reported a position in Nuveen Quality Municipal Income Fund in Q1 2021 and has held it in 16 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.