Sowell Financial Services LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in NAD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$192,489
-$45,802 QoQ
Shares Held
15,882
-23.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#172
of 285 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. NAD ranks #44 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in NAD
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,489 | 15,882 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $238,291 | 20,721 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $247,840 | 20,619 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $394,993 | 33,789 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $262,548 | 23,255 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $329,863 | 28,634 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $274,616 | 23,552 | Shares | Sole | 2025-02-07 | |
| 2023-09-30 | $299,261 | 29,513 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $331,935 | 29,453 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $338,901 | 29,393 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $346,377 | 29,354 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $321,816 | 29,256 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $363,887 | 29,181 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $434,873 | 26,994 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $463,382 | 29,666 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $474,008 | 29,607 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $491,096 | 32,437 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $134,410 | 8,745 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $115,811 | 7,976 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $110,968 | 7,915 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $107,927 | 7,855 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||