VAG
NAD icon

VisionPoint Advisory Group’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

VisionPoint Advisory Group’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
Q3 		$130K Buy
12,853
+121
+1% +$1.39K 0.02% 454
2026
Q2 		$154K Buy
12,732
+120
+1% +$1.42K 0.03% 466
2026
Q1 		$145K Buy
12,612
+75
+0.6% +$901 0.03% 432
2025
Q4 		$151K Buy
12,537
+152
+1% +$1.82K 0.03% 388
2025
Q3 		$145K Buy
12,385
+1,107
+10% +$12.6K 0.03% 390
2025
Q2 		$127K Buy
11,278
+986
+10% +$11.1K 0.03% 355
2025
Q1 		$119K Buy
10,292
+55
+0.5% +$646 0.04% 204
2024
Q4 		$121K Buy
10,237
+103
+1% +$1.24K 0.04% 222
2024
Q3 		$125K Buy
10,134
+78
+0.8% +$936 0.04% 209
2024
Q2 		$118K Buy
10,056
+56
+0.6% +$631 0.04% 204
2024
Q1 		$115K Buy
10,000
+46
+0.5% +$520 0.04% 199
2023
Q4 		$114K Buy
9,954
+45
+0.5% +$475 0.04% 183
2023
Q3 		$100K Sell
9,909
-3,089
-24% -$33.6K 0.04% 192
2023
Q2 		$146K Sell
12,998
-7,092
-35% -$79.8K 0.06% 152
2023
Q1 		$229K Buy
20,090
+40
+0.2% +$463 0.1% 134
2022
Q4 		$237K Buy
20,050
+6,042
+43% +$67.9K 0.1% 124
2022
Q3 		$154K Buy
14,008
+1,105
+9% +$13.8K 0.07% 92
2022
Q2 		$170K Buy
12,903
+13
+0.1% +$164 0.07% 97
2022
Q1 		$160K Buy
12,890
+39
+0.3% +$560 0.07% 88
2021
Q4 		$186K Buy
12,851
+33
+0.3% +$517 0.08% 98
2021
Q3 		$204K Buy
+12,818
New +$208K 0.09% 98

Other funds holding NAD

BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VisionPoint Advisory Group's NAD Position: Q3 2026 in Review

VisionPoint Advisory Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 0.95% in Q3 2026, buying an estimated $1.39K and bringing the position to 12,853 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #454.

VisionPoint Advisory Group first reported a position in NAD in Q3 2021 and has held it in 21 quarters since. The position peaked at $237K in Q4 2022. 10 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

  • VisionPoint Advisory Group held 12,853 shares of Nuveen Quality Municipal Income Fund worth $130K as of Q3 2026.
  • VisionPoint Advisory Group bought 121 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $1.39K.
  • Nuveen Quality Municipal Income Fund made up 0.02% of VisionPoint Advisory Group's portfolio in Q3 2026, its #454 holding.
  • VisionPoint Advisory Group first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and has held it in 21 quarters since.
  • VisionPoint Advisory Group's Nuveen Quality Municipal Income Fund position peaked at $237K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.