SAGE PRIVATE WEALTH GROUP, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1845635
OAKBROOK TERRACE, IL
Position in NAD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$203,458
+$10,408 QoQ
Shares Held
16,787
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#167
of 285 holders
Holding Since
Mar 2023
13 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $619,733 across 3 Asset Management names. NAD ranks #2 (32.8% of the industry book) .
All Filings in NAD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,458 | 16,787 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $193,050 | 16,787 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $201,779 | 16,787 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $189,525 | 16,787 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $193,386 | 16,787 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $195,736 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $207,823 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $197,079 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $192,379 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $192,211 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $170,220 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $189,189 | 16,787 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $193,554 | 16,787 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||