AmeriServ Wealth Advisors
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1102062
Johnstown, PA
Position in NAD
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$178,296
-$8,062 QoQ
Shares Held
15,504
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026AmeriServ Wealth Advisors holds $801,427 across 3 Asset Management names. NAD ranks #3 (22.2% of the industry book) .
All Filings in NAD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $178,296 | 15,504 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $186,358 | 15,504 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $181,241 | 15,504 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $175,040 | 15,504 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $178,606 | 15,504 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $180,776 | 15,504 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $157,210 | 15,504 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $174,730 | 15,504 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $178,761 | 15,504 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $182,947 | 15,504 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $170,544 | 15,504 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $193,334 | 15,504 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $207,133 | 15,504 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $249,769 | 15,504 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $242,172 | 15,504 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $248,219 | 15,504 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $234,730 | 15,504 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $238,296 | 15,504 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||