Wealth Alliance Advisory Group, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1735734
Wichita, KS
Position in NAD
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$697,026
+$352,028 QoQ
Shares Held
60,611
+111.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 99.49184141492469.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5081585850753164.ToString("F0")%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealth Alliance Advisory Group, LLC holds $11,135,338 across 18 Asset Management names. NAD ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
37,504 | $2,942,938 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
111,485 | $1,357,887 | |
| 3 | VKQ |
Invesco Municipal Trust
|
120,074 | $1,143,104 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
108,644 | $1,033,204 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
60,611 | $697,026 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
46,649 | $637,691 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
52,682 | $591,618 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
13,289 | $470,962 |
All Filings in NAD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $697,026 | 60,611 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $344,998 | 28,702 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $407,396 | 34,850 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $367,489 | 32,550 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $389,952 | 33,850 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $325,372 | 27,905 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $384,609 | 31,067 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $319,832 | 27,243 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $285,938 | 24,951 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $285,688 | 24,951 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $253,003 | 24,951 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $252,898 | 22,440 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $258,733 | 22,440 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $299,012 | 25,340 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $416,812 | 37,892 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $372,828 | 29,898 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $390,633 | 29,239 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $465,144 | 28,873 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $440,968 | 28,231 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $451,978 | 28,231 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||