UFA
NAD icon

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

Uptown Financial 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
Q2 		$266K Sell
21,930
-8,410
-28% -$99.3K 0.18% 68
2026
Q1 		$349K Hold
30,340
– – 0.28% 48
2025
Q4 		$365K Hold
30,340
– – 0.26% 53
2025
Q3 		$355K Hold
30,340
– – 0.29% 51
2025
Q2 		$343K Buy
30,340
+8,940
+42% +$100K 0.29% 49
2025
Q1 		$247K Buy
21,400
+4,300
+25% +$50.5K 0.25% 59
2024
Q4 		$199K Buy
+17,100
New +$206K 0.22% 62

Other funds holding NAD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Uptown Financial Advisors's NAD Position: Q2 2026 in Review

Uptown Financial Advisors reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 28% in Q2 2026, selling an estimated $99.3K and leaving 21,930 shares worth $266K. The position accounts for 0.18% of the portfolio, ranked #68.

Uptown Financial Advisors first reported a position in NAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2025. 68 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Uptown Financial Advisors held 21,930 shares of Nuveen Quality Municipal Income Fund worth $266K as of Q2 2026.
  • Uptown Financial Advisors sold 8,410 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $99.3K.
  • Nuveen Quality Municipal Income Fund made up 0.18% of Uptown Financial Advisors's portfolio in Q2 2026, its #68 holding.
  • Uptown Financial Advisors first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Uptown Financial Advisors's Nuveen Quality Municipal Income Fund position peaked at $365K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.