B. Riley Wealth Advisors, Inc.

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1464811 MEMPHIS, TN

Position in NAD

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$193,423

+$37,150 QoQ

Shares Held

15,959

+17.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#171

of 285 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. NAD ranks #51 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STEW	SRH Total Return Fund, Inc.	405,048	$7,250,359
2	BX	Blackstone Inc.	55,522	$6,533,273
3	BPRE	Bluerock Private Real Estate Fund	454,953	$5,918,938
4	AB	Alliancebernstein Holding L.P.	75,577	$2,661,821
5	GLAD	Gladstone Capital Corp	135,581	$2,632,983
6	RA	Brookfield Real Assets Income Fund Inc.	133,545	$1,720,059
7	CSWC	Capital Southwest Corp	69,775	$1,658,551
8	MAIN	Main Street Capital CORP	26,913	$1,396,246

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$193,423	15,959	+17.4%	Shares	Sole	2026-07-14
2026-03-31	$156,273	13,589	-53.5%	Shares	Sole	2026-04-27
2024-12-31	$340,763	29,225	+78.3%	Shares	Sole	2025-02-25
2024-09-30	$202,908	16,390	+9.3%	Shares	Sole	2024-12-13
2024-06-30	$176,006	14,992	-32.6%	Shares	Sole	2024-08-19
2024-03-31	$254,824	22,236	0.0%	Shares	Sole	2024-05-16
2023-12-31	$254,602	22,236	0.0%	Shares	Sole	2024-03-15
2023-09-30	$225,473	22,236	-8.8%	Shares	Sole	2023-12-01
2023-06-30	$274,740	24,378	-0.3%	Shares	Sole	2023-07-27
2023-03-31	$281,816	24,442	-0.7%	Shares	Sole	2023-05-17
2022-12-31	$290,409	24,611	+12.8%	Shares	Sole	2023-03-15
2022-09-30	$239,932	21,812	+40.3%	Shares	Other	2022-11-22
2021-09-30	$242,812	15,545	—	Shares	Other	2021-11-16
No filing history on record for this holder in this stock.