David J Yvars Group
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1836266
UNIVERSITY PARK, FL
Position in NAD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$233,916
+$37,266 QoQ
Shares Held
19,300
+12.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#154
of 285 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026David J Yvars Group holds $10,951,049 across 24 Asset Management names. NAD ranks #18 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BST |
BlackRock Science & Technology Trust
|
22,303 | $1,130,985 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
97,410 | $932,213 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
45,208 | $929,476 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
62,104 | $902,992 | |
| 5 | NIE |
Virtus Equity & Convertible Income Fund
|
25,699 | $690,275 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
12,254 | $660,122 | |
| 7 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
33,185 | $652,417 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
55,071 | $540,246 |
All Filings in NAD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,916 | 19,300 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $196,650 | 17,100 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||