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Wealthcare Advisory Partners’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

Wealthcare Advisory Partners’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 		$247K Hold
20,340
– – ﹤0.01% 952
2026
Q1 		$234K Sell
20,340
-6
-0% -$72 ﹤0.01% 965
2025
Q4 		$245K Sell
20,346
-4,965
-20% -$59.3K ﹤0.01% 954
2025
Q3 		$296K Buy
25,311
+3,176
+14% +$36.1K 0.01% 862
2025
Q2 		$250K Sell
22,135
-6,351
-22% -$71.2K 0.01% 852
2025
Q1 		$328K Sell
28,486
-107
-0.4% -$1.26K 0.01% 710
2024
Q4 		$333K Sell
28,593
-907
-3% -$10.9K 0.01% 678
2024
Q3 		$365K Buy
29,500
+4,110
+16% +$49.3K 0.01% 653
2024
Q2 		$298K Buy
+25,390
New +$286K 0.01% 682
2021
Q2 		– Sell
-7,165
Closed -$108K – 1363
2021
Q1 		$108K Buy
+7,165
New +$108K 0.01% 642
2020
Q2 		– Sell
-7,165
Closed -$98K – 985
2020
Q1 		$98K Buy
7,165
+1,004
+16% +$14.5K 0.01% 374
2019
Q4 		$90K Buy
6,161
+17
+0.3% +$246 0.01% 423
2019
Q3 		$88K Buy
+6,144
New +$88.1K 0.01% 420

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CPC
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MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wealthcare Advisory Partners's NAD Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Nuveen Quality Municipal Income Fund (NAD) position steady in Q2 2026 at 20,340 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Wealthcare Advisory Partners first reported a position in NAD in Q3 2019 and has held it in 13 quarters since. The position peaked at $365K in Q3 2024. 68 funds tracked by Wall St. Rank hold NAD as of Q2 2026.

  • Wealthcare Advisory Partners held 20,340 shares of Nuveen Quality Municipal Income Fund worth $247K as of Q2 2026.
  • Wealthcare Advisory Partners left its Nuveen Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen Quality Municipal Income Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #952 holding.
  • Wealthcare Advisory Partners first reported a position in Nuveen Quality Municipal Income Fund in Q3 2019 and has held it in 13 quarters since.
  • Wealthcare Advisory Partners's Nuveen Quality Municipal Income Fund position peaked at $365K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Nuveen Quality Municipal Income Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.