Merit Financial Group, LLC

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1621225 ALPHARETTA, GA

Position in NAD

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$146,518

-$31,168 QoQ

Shares Held

12,089

-21.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#200

of 285 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. NAD ranks #99 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	12,854	$12,359,888
2	BTT	BlackRock Municipal 2030 Target Term Trust	441,028	$10,033,386
3	ARCC	Ares Capital Corp	406,876	$7,539,411
4	BX	Blackstone Inc.	56,500	$6,648,349
5	NEA	Nuveen AMT-Free Quality Municipal Income Fund	362,233	$4,252,614
6	KKR	KKR & Co. Inc.	34,227	$3,141,350
7	AMP	Ameriprise Financial Inc	6,529	$2,995,239
8	BEN	Franklin Resources Inc	81,520	$2,712,167

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,518	12,089	-21.8%	Shares	Other	2026-07-20
2026-03-31	$177,686	15,451	-21.6%	Shares	Other	2026-04-15
2025-12-31	$236,949	19,713	-14.2%	Shares	Other	2026-01-26
2025-09-30	$268,600	22,977	-6.2%	Shares	Other	2025-11-07
2025-06-30	$276,571	24,497	+23.3%	Shares	Sole	2025-07-22
2025-03-31	$228,821	19,863	+75.2%	Shares	Sole	2025-04-09
2024-12-31	$132,166	11,335	-36.8%	Shares	Sole	2025-01-15
2024-06-30	$210,416	17,923	+28.7%	Shares	Sole	2024-08-13
2024-03-31	$159,649	13,931	-51.8%	Shares	Sole	2024-05-06
2023-12-31	$330,836	28,894	-2.9%	Shares	Sole	2024-02-06
2023-09-30	$301,715	29,755	+1.2%	Shares	Sole	2023-11-07
2023-06-30	$331,518	29,416	+156.9%	Shares	Sole	2023-08-01
2020-09-30	$166,254	11,450	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.