Position in NAD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$220,571
+$15,009 QoQ
Shares Held
18,199
+1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#56
of 115 holders
Holding Since
Sep 2024
8 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, 2026Ferguson Shapiro LLC holds $347,460 across 2 Asset Management names. NAD ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
18,199 | $220,571 | |
| 2 | ECC |
Eagle Point Credit Co
|
34,110 | $126,889 |
All Filings in NAD
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,571 | 18,199 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $205,562 | 17,875 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $212,393 | 17,670 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $201,757 | 17,259 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $191,004 | 16,918 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $191,070 | 16,586 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $190,955 | 16,377 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $197,770 | 15,975 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||