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

Wealth Management Solutions’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
2023 Q3	$137K	Hold	13,513	–	–	0.09%	78
2023 Q2	$152K	Hold	13,513	–	–	0.1%	79
2023 Q1	$156K	Hold	13,513	–	–	0.09%	84
2022 Q4	$159K	Hold	13,513	–	–	0.08%	85
2022 Q3	$149K	Hold	13,513	–	–	0.09%	79
2022 Q2	$169K	Buy	13,513 +555	+4%	+$7.02K	0.1%	90
2022 Q1	$173K	Buy	12,958 +350	+3%	+$5.03K	0.09%	106
2021 Q4	$203K	Buy	+12,608	New	+$197K	0.1%	116

Other funds holding NAD

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Wealth Management Solutions's NAD Position: Q3 2023 in Review

Wealth Management Solutions held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q3 2023 at 13,513 shares worth $137K. The position accounts for 0.09% of the portfolio, ranked #78.

Wealth Management Solutions first reported a position in NAD in Q4 2021 and has held it in 8 quarters since. The position peaked at $203K in Q4 2021. 247 funds tracked by Wall St. Rank hold NAD as of Q3 2023.

Wealth Management Solutions held 13,513 shares of Nuveen Quality Municipal Income Fund worth $137K as of Q3 2023.
Wealth Management Solutions left its Nuveen Quality Municipal Income Fund share count unchanged in Q3 2023.
Nuveen Quality Municipal Income Fund made up 0.09% of Wealth Management Solutions's portfolio in Q3 2023, its #78 holding.
Wealth Management Solutions first reported a position in Nuveen Quality Municipal Income Fund in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Nuveen Quality Municipal Income Fund position peaked at $203K in Q4 2021.
247 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.