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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
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

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

Wealth Alliance Advisory Group's NAD Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Nuveen Quality Municipal Income Fund (NAD) stake by 12% in Q2 2026, buying an estimated $85.2K and bringing the position to 67,825 shares worth $822K. The position accounts for 0.12% of the portfolio, ranked #91.

Wealth Alliance Advisory Group first reported a position in NAD in Q2 2021 and has held it in 21 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Wealth Alliance Advisory Group held 67,825 shares of Nuveen Quality Municipal Income Fund worth $822K as of Q2 2026.
  • Wealth Alliance Advisory Group bought 7,214 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $85.2K.
  • Nuveen Quality Municipal Income Fund made up 0.12% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #91 holding.
  • Wealth Alliance Advisory Group first reported a position in Nuveen Quality Municipal Income Fund in Q2 2021 and has held it in 21 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

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