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WAAG
Wealth Alliance Advisory Group’s
Nuveen Quality Municipal Income Fund
NAD
Stock Holding History
Wealth Alliance 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
Q1
$697K
Buy
60,611
+31,909
+111%
+$383K
0.11%
100
2025
Q4
$345K
Sell
28,702
-6,148
-18%
-$73.5K
0.06%
146
2025
Q3
$407K
Buy
34,850
+2,300
+7%
+$26.2K
0.07%
126
2025
Q2
$367K
Sell
32,550
-1,300
-4%
-$14.6K
0.07%
133
2025
Q1
$390K
Buy
33,850
+5,945
+21%
+$69.8K
0.08%
130
2024
Q4
$325K
Sell
27,905
-3,162
-10%
-$38K
0.07%
132
2024
Q3
$385K
Buy
31,067
+3,824
+14%
+$45.9K
0.08%
127
2024
Q2
$320K
Buy
27,243
+2,292
+9%
+$25.8K
0.07%
140
2024
Q1
$286K
Hold
24,951
–
–
0.07%
147
2023
Q4
$286K
Hold
24,951
–
–
0.07%
141
2023
Q3
$253K
Buy
24,951
+2,511
+11%
+$27.3K
0.08%
145
2023
Q2
$253K
Hold
22,440
–
–
0.09%
140
2023
Q1
$259K
Sell
22,440
-2,900
-11%
-$33.6K
0.1%
132
2022
Q4
$299K
Sell
25,340
-12,552
-33%
-$141K
0.11%
119
2022
Q3
$417K
Buy
37,892
+7,994
+27%
+$99.7K
0.18%
81
2022
Q2
$373K
Buy
29,898
+659
+2%
+$8.34K
0.18%
84
2022
Q1
$391K
Buy
29,239
+366
+1%
+$5.26K
0.17%
90
2021
Q4
$465K
Buy
28,873
+642
+2%
+$10.1K
0.2%
83
2021
Q3
$441K
Hold
28,231
–
–
0.22%
78
2021
Q2
$452K
Buy
+28,231
New
+$439K
0.22%
77
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$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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