Wealth Advisors of Tampa Bay’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wealth Advisors of Tampa Bay’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	$1.4M	Sell	115,182 -240	-0.2%	-$2.83K	0.43%	55
2026 Q1	$1.33M	Hold	115,422	–	–	0.44%	60
2025 Q4	$1.39M	Sell	115,422 -250	-0.2%	-$2.99K	0.48%	53
2025 Q3	$1.35M	Hold	115,672	–	–	0.45%	57
2025 Q2	$1.31M	Hold	115,672	–	–	0.49%	58
2025 Q1	$1.33M	Hold	115,672	–	–	0.54%	56
2024 Q4	$1.35M	Sell	115,672 -490	-0.4%	-$5.9K	0.58%	54
2024 Q3	$1.44M	Hold	116,162	–	–	0.6%	53
2024 Q2	$1.36M	Hold	116,162	–	–	0.64%	50
2024 Q1	$1.33M	Buy	116,162 +50,000	+76%	+$565K	0.63%	53
2023 Q4	$758K	Buy	66,162 +33,838	+105%	+$357K	0.38%	64
2023 Q3	$328K	Buy	32,324 +16,162	+100%	+$176K	0.09%	79
2023 Q2	$182K	Hold	16,162	–	–	0.1%	74
2023 Q1	$186K	Hold	16,162	–	–	0.11%	74
2022 Q4	$191K	Hold	16,162	–	–	0.12%	70
2022 Q3	$178K	Sell	16,162 -14,162	-47%	-$177K	0.12%	74
2022 Q2	$378K	Hold	30,324	–	–	0.12%	75
2022 Q1	$406K	Sell	30,324 -237,502	-89%	-$3.41M	0.11%	76
2021 Q4	$4.32M	Buy	267,826 +127,621	+91%	+$2M	1.06%	44
2021 Q3	$2.19M	Buy	140,205 +1,477	+1%	+$23.9K	1.21%	43
2021 Q2	$2.22M	Buy	138,728 +3,265	+2%	+$50.8K	1.24%	39
2021 Q1	$2.05M	Buy	135,463 +16,712	+14%	+$252K	1.21%	41
2020 Q4	$1.82M	Buy	118,751 +34,000	+40%	+$502K	1.27%	40
2020 Q3	$1.23M	Hold	84,751	–	–	0.91%	46
2020 Q2	$1.19M	Buy	84,751 +59,300	+233%	+$809K	0.99%	43
2020 Q1	$350K	Hold	25,451	–	–	0.39%	56
2019 Q4	$372K	Hold	25,451	–	–	0.34%	56
2019 Q3	$365K	Hold	25,451	–	–	0.3%	63
2019 Q2	$356K	Hold	25,451	–	–	0.26%	64
2019 Q1	$345K	Hold	25,451	–	–	0.25%	61
2018 Q4	$319K	Hold	25,451	–	–	0.26%	60
2018 Q3	$326K	Sell	25,451 -1,811	-7%	-$23.8K	0.23%	59
2018 Q2	$362K	Hold	27,262	–	–	0.28%	57
2018 Q1	$358K	Hold	27,262	–	–	0.26%	59
2017 Q4	$382K	Buy	+27,262	New	+$382K	0.26%	59

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

Wealth Advisors of Tampa Bay's NAD Position: Q2 2026 in Review

Wealth Advisors of Tampa Bay reduced its Nuveen Quality Municipal Income Fund (NAD) stake by 0.21% in Q2 2026, selling an estimated $2.83K and leaving 115,182 shares worth $1.4M. The position accounts for 0.43% of the portfolio, ranked #55.

Wealth Advisors of Tampa Bay first reported a position in NAD in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.32M in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

Wealth Advisors of Tampa Bay held 115,182 shares of Nuveen Quality Municipal Income Fund worth $1.4M as of Q2 2026.
Wealth Advisors of Tampa Bay sold 240 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $2.83K.
Nuveen Quality Municipal Income Fund made up 0.43% of Wealth Advisors of Tampa Bay's portfolio in Q2 2026, its #55 holding.
Wealth Advisors of Tampa Bay first reported a position in Nuveen Quality Municipal Income Fund in Q4 2017 and has held it in 35 quarters since.
Wealth Advisors of Tampa Bay's Nuveen Quality Municipal Income Fund position peaked at $4.32M in Q4 2021.
284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2026, filed 14 Aug 2026.