Wealth Enhancement Advisory Services
NAD icon

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

Wealth Enhancement Advisory Services’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 		$530K Buy
44,465
+12,853
+41% +$152K ﹤0.01% 2629
2026
Q1 		$367K Sell
31,612
-5,053
-14% -$60.7K ﹤0.01% 2590
2025
Q4 		$441K Buy
36,665
+3,978
+12% +$47.5K ﹤0.01% 2578
2025
Q3 		$382K Buy
32,687
+4,694
+17% +$53.4K ﹤0.01% 2583
2025
Q2 		$319K Sell
27,993
-287
-1% -$3.22K ﹤0.01% 2591
2025
Q1 		$326K Buy
28,280
+404
+1% +$4.75K ﹤0.01% 2383
2024
Q4 		$325K Buy
27,876
+7,852
+39% +$94.5K ﹤0.01% 2319
2024
Q3 		$248K Sell
20,024
-973
-5% -$11.7K ﹤0.01% 2309
2024
Q2 		$247K Sell
20,997
-467
-2% -$5.27K ﹤0.01% 2131
2024
Q1 		$246K Buy
21,464
+4,761
+29% +$53.8K ﹤0.01% 2044
2023
Q4 		$191K Sell
16,703
-2,367
-12% -$25K ﹤0.01% 2098
2023
Q3 		$193K Buy
+19,070
New +$208K ﹤0.01% 2014

Other funds holding NAD

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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 Enhancement Advisory Services's NAD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen Quality Municipal Income Fund (NAD) stake by 41% in Q2 2026, buying an estimated $152K and bringing the position to 44,465 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Wealth Enhancement Advisory Services first reported a position in NAD in Q3 2023 and has held it in 12 quarters since. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 44,465 shares of Nuveen Quality Municipal Income Fund worth $530K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 12,853 Nuveen Quality Municipal Income Fund shares in Q2 2026, an estimated $152K.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2629 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.