IHT Wealth Management, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1697490
Chicago, IL
Position in NAD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,115,040
+$892,676 QoQ
Shares Held
92,000
+375.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#70
of 285 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IHT Wealth Management, LLC holds $65,095,816 across 69 Asset Management names. NAD ranks #17 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
481,281 | $6,997,825 | |
| 2 | ARCC |
Ares Capital Corp
|
182,377 | $3,379,445 | |
| 3 | MAIN |
Main Street Capital CORP
|
61,492 | $3,190,204 | |
| 4 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
598,962 | $2,898,976 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
258,915 | $2,793,692 | |
| 6 | CEF |
Sprott Physical Gold & Silver Trust
|
68,444 | $2,753,502 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
85,749 | $2,587,047 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
142,870 | $2,453,077 |
All Filings in NAD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,115,040 | 92,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $222,364 | 19,336 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $176,609 | 14,693 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $170,381 | 14,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $164,179 | 14,542 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $167,523 | 14,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $169,559 | 14,542 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $241,211 | 19,484 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $170,723 | 14,542 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $166,651 | 14,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $166,505 | 14,542 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $147,455 | 14,542 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,403 | 18,137 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $167,669 | 14,542 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $171,595 | 14,542 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $159,962 | 14,542 | Shares | Sole | 2022-11-22 | |
| 2021-12-31 | $181,559 | 11,270 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $176,037 | 11,270 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,001,089 | 124,990 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,240,386 | 147,978 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $2,268,273 | 147,578 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $2,142,832 | 147,578 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $152,397 | 10,870 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,714,721 | 197,578 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||