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U.S. Capital Wealth Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

U.S. Capital Wealth Advisors’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 		– Sell
-49,160
Closed -$591K – 1060
2025
Q4 		$591K Sell
49,160
-8,000
-14% -$95.6K 0.02% 619
2025
Q3 		$668K Sell
57,160
-32,000
-36% -$364K 0.02% 563
2025
Q2 		$1.01M Buy
89,160
+7,560
+9% +$84.8K 0.03% 428
2025
Q1 		$940K Buy
81,600
+2,352
+3% +$27.6K 0.03% 439
2024
Q4 		$924K Sell
79,248
-16,677
-17% -$201K 0.03% 439
2024
Q3 		$1.19M Sell
95,925
-1,285
-1% -$15.4K 0.04% 333
2024
Q2 		$1.14M Sell
97,210
-112,087
-54% -$1.26M 0.04% 329
2024
Q1 		$2.4M Buy
209,297
+4,700
+2% +$53.1K 0.09% 205
2023
Q4 		$2.34M Sell
204,597
-7,750
-4% -$81.8K 0.09% 196
2023
Q3 		$2.15M Buy
212,347
+685
+0.3% +$7.45K 0.1% 183
2023
Q2 		$2.39M Buy
211,662
+1,222
+0.6% +$13.8K 0.11% 183
2023
Q1 		$2.43M Buy
210,440
+307
+0.1% +$3.55K 0.11% 176
2022
Q4 		$2.48M Buy
210,133
+22,478
+12% +$253K 0.11% 172
2022
Q3 		$2.06M Buy
187,655
+18,266
+11% +$228K 0.1% 183
2022
Q2 		$2.11M Buy
169,389
+18,500
+12% +$234K 0.09% 203
2022
Q1 		$2.02M Buy
150,889
+7,214
+5% +$104K 0.07% 251
2021
Q4 		$2.31M Sell
143,675
-2,405
-2% -$37.7K 0.09% 231
2021
Q3 		$2.28M Buy
+146,080
New +$2.37M 0.1% 226

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's NAD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors sold out of Nuveen Quality Municipal Income Fund (NAD) in Q1 2026, closing a stake of 49,160 shares — an estimated $591K sold.

U.S. Capital Wealth Advisors first reported a position in NAD in Q3 2021 and held it in 18 quarters. The position peaked at $2.48M in Q4 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q1 2026.

  • U.S. Capital Wealth Advisors reported no remaining Nuveen Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 49,160 Nuveen Quality Municipal Income Fund shares in Q1 2026, an estimated $591K.
  • U.S. Capital Wealth Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and held it in 18 quarters.
  • U.S. Capital Wealth Advisors's Nuveen Quality Municipal Income Fund position peaked at $2.48M in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.