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

VSM Wealth Advisory’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	$129K	Hold	10,630	–	–	0.03%	138
2026 Q1	$122K	Buy	+10,630	New	+$128K	0.04%	138
2025 Q4	–	Sell	-10,630	Closed	-$124K	–	478
2025 Q3	$124K	Buy	10,630 +500	+5%	+$5.69K	0.04%	113
2025 Q2	$114K	Sell	10,130 -2,915	-22%	-$32.7K	0.04%	125
2025 Q1	$150K	Buy	13,045 +165	+1%	+$1.94K	0.05%	104
2024 Q4	$150K	Buy	+12,880	New	+$155K	0.05%	108

Other funds holding NAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 New York $164B AUM 112.45% 1-Year Est. Return

VSM Wealth Advisory's NAD Position: Q2 2026 in Review

VSM Wealth Advisory held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 10,630 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #138.

VSM Wealth Advisory first reported a position in NAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $150K in Q1 2025. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

VSM Wealth Advisory held 10,630 shares of Nuveen Quality Municipal Income Fund worth $129K as of Q2 2026.
VSM Wealth Advisory left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen Quality Municipal Income Fund made up 0.03% of VSM Wealth Advisory's portfolio in Q2 2026, its #138 holding.
VSM Wealth Advisory first reported a position in Nuveen Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
VSM Wealth Advisory's Nuveen Quality Municipal Income Fund position peaked at $150K in Q1 2025.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.