Key Financial Inc

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1801720 WEST CHESTER, PA

Position in NAD

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$144,164

New position

Shares Held

12,536

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Key Financial Inc holds $3,208,212 across 64 Asset Management names. NAD ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	10,038	$1,154,269
2	BLK	BlackRock, Inc.	546	$525,093
3	STT	State Street Corp	2,269	$287,164
4	NAD	Nuveen Quality Municipal Income Fund This page	12,536	$144,164
5	TROW	Price T Rowe Group Inc	1,364	$122,950
6	APO	Apollo Global Management, Inc.	963	$107,297
7	BTT	BlackRock Municipal 2030 Target Term Trust	3,878	$88,030
8	EMF	Templeton Emerging Markets Fund	4,736	$82,832

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$144,164	12,536	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.