Steward Partners Investment Advisory, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1723397
STAMFORD, CT
Position in NAD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,371,714
+$172,305 QoQ
Shares Held
195,686
+2.3% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#40
of 285 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. NAD ranks #38 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in NAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,371,714 | 195,686 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,199,409 | 191,253 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,350,042 | 195,511 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,268,608 | 194,064 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,184,987 | 193,533 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $693,849 | 60,230 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $754,005 | 64,666 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $794,659 | 64,189 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $687,799 | 58,586 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $661,001 | 57,679 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $613,914 | 53,617 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $276,588 | 27,277 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $315,875 | 28,028 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $345,265 | 29,945 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $315,874 | 26,769 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $436,425 | 39,675 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $330,804 | 26,528 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $243,419 | 18,220 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $251,831 | 15,632 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $199,592 | 12,778 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $191,767 | 11,978 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $811,261 | 53,584 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $171,805 | 11,178 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $138,346 | 9,528 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $125,857 | 8,977 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $177,122 | 12,891 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||