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 Q3	$697K	Buy	68,919 +1,094	+2%	+$12.5K	0.1%	105
2026 Q2	$822K	Buy	67,825 +7,214	+12%	+$85.2K	0.12%	91
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	–	–	0.21%	78
2021 Q2	$452K	Buy	+28,231	New	+$439K	0.22%	77

Other funds holding NAD

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Wealth Alliance Advisory Group's NAD Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 1.6% in Q3 2026, buying an estimated $12.5K and bringing the position to 68,919 shares worth $697K. The position accounts for 0.1% of the portfolio, ranked #105.

Wealth Alliance Advisory Group first reported a position in NAD in Q2 2021 and has held it in 22 quarters since. The position peaked at $822K in Q2 2026. 33 funds tracked by Wall St. Rank hold NAD as of Q3 2026.

Wealth Alliance Advisory Group held 68,919 shares of Nuveen Quality Municipal Income Fund worth $697K as of Q3 2026.
Wealth Alliance Advisory Group bought 1,094 Nuveen Quality Municipal Income Fund shares in Q3 2026, an estimated $12.5K.
Nuveen Quality Municipal Income Fund made up 0.1% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #105 holding.
Wealth Alliance Advisory Group first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and has held it in 22 quarters since.
Wealth Alliance Advisory Group's Nuveen Quality Municipal Income Fund position peaked at $822K in Q2 2026.
33 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.