BNC WEALTH MANAGEMENT, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1821549
BEAVERTON, OR
Position in NAD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$537,788
+$27,510 QoQ
Shares Held
44,372
0.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#103
of 285 holders
Holding Since
Dec 2023
11 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, 2026BNC WEALTH MANAGEMENT, LLC holds $537,788 across 1 Asset Management name. NAD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
44,372 | $537,788 |
All Filings in NAD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,788 | 44,372 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $510,278 | 44,372 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $533,351 | 44,372 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $518,708 | 44,372 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $546,040 | 48,365 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $617,840 | 53,632 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $625,349 | 53,632 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $699,878 | 56,533 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $653,718 | 55,683 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $638,127 | 55,683 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $637,570 | 55,683 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||