SS
NAD icon

Sunbelt Securities’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sunbelt Securities’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
2025
Q3 		– Sell
-14,726
Closed -$172K – 2813
2025
Q2 		$172K Buy
+14,726
New +$165K 0.02% 626
2025
Q1 		– Sell
-14,638
Closed -$169K – 1865
2024
Q4 		$169K Sell
14,638
-350
-2% -$4.21K 0.01% 631
2024
Q3 		$186K Sell
14,988
-890
-6% -$10.7K 0.02% 607
2024
Q2 		$186K Sell
15,878
-2,316
-13% -$26.1K 0.02% 569
2024
Q1 		$209K Sell
18,194
-10,071
-36% -$114K 0.02% 521
2023
Q4 		$324K Sell
28,265
-475
-2% -$5.01K 0.04% 396
2023
Q3 		$291K Sell
28,740
-5,948
-17% -$64.7K 0.04% 412
2023
Q2 		$391K Sell
34,688
-354
-1% -$3.99K 0.06% 334
2023
Q1 		$400K Buy
35,042
+2,478
+8% +$28.7K 0.06% 298
2022
Q4 		$384K Buy
32,564
+8,681
+36% +$97.6K 0.08% 290
2022
Q3 		$263K Buy
23,883
+8,435
+55% +$105K 0.06% 358
2022
Q2 		$193K Sell
15,448
-20,314
-57% -$257K 0.04% 418
2022
Q1 		$475K Sell
35,762
-4,185
-10% -$60.1K 0.09% 262
2021
Q4 		$576K Buy
39,947
+11,862
+42% +$186K 0.09% 245
2021
Q3 		$451K Hold
28,085
– – 0.08% 267
2021
Q2 		$451K Buy
28,085
+3,724
+15% +$57.9K 0.08% 267
2021
Q1 		$369K Buy
24,361
+1,006
+4% +$15.2K 0.07% 293
2020
Q4 		$359K Buy
23,355
+3,453
+17% +$51K 0.07% 282
2020
Q3 		$289K Buy
+19,902
New +$289K 0.08% 263
2020
Q1 		– Sell
-30,509
Closed -$445K – 551
2019
Q4 		$445K Sell
30,509
-1,332
-4% -$19.3K 0.05% 342
2019
Q3 		$457K Buy
+31,841
New +$457K 0.05% 316

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities's NAD Position: Q3 2025 in Review

Sunbelt Securities sold out of Nuveen Quality Municipal Income Fund (NAD) in Q3 2025, closing a stake of 14,726 shares — an estimated $172K sold.

Sunbelt Securities first reported a position in NAD in Q3 2019 and held it in 21 quarters. The position peaked at $576K in Q4 2021. 271 funds tracked by Wall St. Rank hold NAD as of Q3 2025.

  • Sunbelt Securities reported no remaining Nuveen Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Sunbelt Securities sold 14,726 Nuveen Quality Municipal Income Fund shares in Q3 2025, an estimated $172K.
  • Sunbelt Securities first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and held it in 21 quarters.
  • Sunbelt Securities's Nuveen Quality Municipal Income Fund position peaked at $576K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.