Transform Wealth’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Transform Wealth’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 Q1	–	Sell	-29,581	Closed	-$345K	–	261
2024 Q4	$345K	Buy	+29,581	New	+$356K	0.02%	206
2024 Q1	–	Sell	-36,425	Closed	-$417K	–	239
2023 Q4	$417K	Hold	36,425	–	–	0.04%	184
2023 Q3	$371K	Sell	36,425 -30,100	-45%	-$328K	0.04%	189
2023 Q2	$752K	Hold	66,525	–	–	0.07%	153
2023 Q1	$770K	Buy	+66,525	New	+$770K	0.07%	142
2022 Q4	–	Sell	-11,621	Closed	-$128K	–	227
2022 Q3	$128K	Hold	11,621	–	–	0.02%	180
2022 Q2	$146K	Hold	11,621	–	–	0.02%	193
2022 Q1	$155K	Hold	11,621	–	–	0.02%	218
2021 Q4	$187K	Hold	11,621	–	–	0.02%	214
2021 Q3	$182K	Hold	11,621	–	–	0.02%	217
2021 Q2	$186K	Buy	+11,621	New	+$181K	0.02%	219
2020 Q4	–	Sell	-11,621	Closed	-$169K	–	217
2020 Q3	$169K	Hold	11,621	–	–	0.03%	209
2020 Q2	$163K	Hold	11,621	–	–	0.03%	215
2020 Q1	$160K	Buy	11,621 +22	+0.2%	+$318	0.03%	195
2019 Q4	$169K	Sell	11,599 -8,000	-41%	-$116K	0.03%	222
2019 Q3	$281K	Buy	+19,599	New	+$281K	0.05%	183
2019 Q2	–	Hold	0	–	–	–	214
2019 Q1	–	Hold	0	–	–	–	146
2018 Q4	–	Hold	0	–	–	–	158
2018 Q3	–	Hold	0	–	–	–	173
2018 Q2	–	Hold	0	–	–	–	191
2018 Q1	–	Hold	0	–	–	–	214
2017 Q4	–	Hold	0	–	–	–	223
2017 Q3	–	Hold	0	–	–	–	175
2017 Q1	–	Hold	0	–	–	–	175
2016 Q4	–	Hold	0	–	–	–	172
2016 Q3	–	Hold	0	–	–	–	157

Other funds holding NAD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Transform Wealth's NAD Position: Q1 2025 in Review

Transform Wealth sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2025, closing a stake of 29,581 shares — an estimated $345K sold.

Transform Wealth first reported a position in NAD in Q3 2019 and held it in 16 quarters. The position peaked at $770K in Q1 2023. 285 funds tracked by Wall St. Rank hold NAD as of Q1 2025.

Transform Wealth reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 29,581 Nuveen Quality Municipal Income Fund shares in Q1 2025, an estimated $345K.
Transform Wealth first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and held it in 16 quarters.
Transform Wealth's Nuveen Quality Municipal Income Fund position peaked at $770K in Q1 2023.
285 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.