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
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

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

VisionPoint Advisory Group's NAD Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 0.95% in Q2 2026, buying an estimated $1.42K and bringing the position to 12,732 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #466.

VisionPoint Advisory Group first reported a position in NAD in Q3 2021 and has held it in 20 quarters since. The position peaked at $237K in Q4 2022. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • VisionPoint Advisory Group held 12,732 shares of Nuveen Quality Municipal Income Fund worth $154K as of Q2 2026.
  • VisionPoint Advisory Group bought 120 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $1.42K.
  • Nuveen Quality Municipal Income Fund made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #466 holding.
  • VisionPoint Advisory Group first reported a position in Nuveen Quality Municipal Income Fund in Q3 2021 and has held it in 20 quarters since.
  • VisionPoint Advisory Group's Nuveen Quality Municipal Income Fund position peaked at $237K in Q4 2022.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.