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Wealth Management Associates’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wealth Management Associates’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 		$303K Hold
25,026
– – 0.08% 199
2026
Q1 		$288K Hold
25,026
– – 0.1% 188
2025
Q4 		$301K Hold
25,026
– – 0.1% 178
2025
Q3 		$293K Hold
25,026
– – 0.1% 174
2025
Q2 		$283K Hold
25,026
– – 0.11% 169
2025
Q1 		$288K Hold
25,026
– – 0.12% 164
2024
Q4 		$292K Hold
25,026
– – 0.12% 156
2024
Q3 		$310K Hold
25,026
– – 0.14% 152
2024
Q2 		$294K Hold
25,026
– – 0.14% 145
2024
Q1 		$294K Sell
25,026
-247
-1% -$2.79K 0.14% 145
2023
Q4 		$289K Sell
25,273
-200
-0.8% -$2.11K 0.15% 143
2023
Q3 		$258K Hold
25,473
– – 0.15% 145
2023
Q2 		$287K Hold
25,473
– – 0.16% 134
2023
Q1 		$294K Hold
25,473
– – 0.18% 126
2022
Q4 		$301K Buy
25,473
+70
+0.3% +$787 0.2% 117
2022
Q3 		$279K Sell
25,403
-4,660
-16% -$58.1K 0.2% 134
2022
Q2 		$375K Sell
30,063
-447
-1% -$5.65K 0.26% 102
2022
Q1 		$408K Hold
30,510
– – 0.23% 111
2021
Q4 		$492K Buy
30,510
+14,319
+88% +$224K 0.26% 99
2021
Q3 		$253K Buy
16,191
+50
+0.3% +$810 0.15% 158
2021
Q2 		$258K Buy
16,141
+53
+0.3% +$824 0.15% 164
2021
Q1 		$244K Buy
16,088
+35
+0.2% +$528 0.15% 153
2020
Q4 		$247K Buy
16,053
+70
+0.4% +$1.03K 0.16% 147
2020
Q3 		$232K Buy
15,983
+52
+0.3% +$755 0.18% 138
2020
Q2 		$223K Buy
15,931
+52
+0.3% +$709 0.19% 128
2020
Q1 		$218K Buy
15,879
+31
+0.2% +$448 0.22% 101
2019
Q4 		$231K Sell
15,848
-1,505
-9% -$21.8K 0.17% 132
2019
Q3 		$249K Buy
17,353
+1,182
+7% +$17K 0.2% 120
2019
Q2 		$226K Buy
16,171
+1,615
+11% +$22.1K 0.23% 86
2019
Q1 		$198K Buy
14,556
+33
+0.2% +$437 0.22% 90
2018
Q4 		$182K Buy
+14,523
New +$182K 0.25% 83

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 Management Associates's NAD Position: Q2 2026 in Review

Wealth Management Associates held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 25,026 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #199.

Wealth Management Associates first reported a position in NAD in Q4 2018 and has held it in 31 quarters since. The position peaked at $492K in Q4 2021. 284 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Wealth Management Associates held 25,026 shares of Nuveen Quality Municipal Income Fund worth $303K as of Q2 2026.
  • Wealth Management Associates left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up 0.08% of Wealth Management Associates's portfolio in Q2 2026, its #199 holding.
  • Wealth Management Associates first reported a position in Nuveen Quality Municipal Income Fund in Q4 2018 and has held it in 31 quarters since.
  • Wealth Management Associates's Nuveen Quality Municipal Income Fund position peaked at $492K in Q4 2021.
  • 284 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.