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Sunpointe’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Sunpointe’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 		$501K Sell
41,304
-20
-0% -$236 0.14% 146
2026
Q1 		$475K Hold
41,324
– – 0.16% 140
2025
Q4 		$497K Buy
41,324
+20,579
+99% +$246K 0.16% 137
2025
Q3 		$244K Hold
20,745
– – 0.09% 212
2025
Q2 		$236K Hold
20,745
– – 0.09% 200
2025
Q1 		$241K Hold
20,745
– – 0.13% 149
2024
Q4 		$242K Buy
+20,745
New +$250K 0.12% 155

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

Sunpointe's NAD Position: Q2 2026 in Review

Sunpointe reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 0.05% in Q2 2026, selling an estimated $236 and leaving 41,304 shares worth $501K. The position accounts for 0.14% of the portfolio, ranked #146.

Sunpointe first reported a position in NAD in Q4 2024 and has held it in 7 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Sunpointe held 41,304 shares of Nuveen Quality Municipal Income Fund worth $501K as of Q2 2026.
  • Sunpointe sold 20 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $236.
  • Nuveen Quality Municipal Income Fund made up 0.14% of Sunpointe's portfolio in Q2 2026, its #146 holding.
  • Sunpointe first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.