Keystone Wealth Services, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1866189
PALM DESERT, CA
Position in NAD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$153,366
+$7,845 QoQ
Shares Held
12,654
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#198
of 285 holders
Holding Since
Dec 2021
19 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, 2026Keystone Wealth Services, LLC holds $765,998 across 5 Asset Management names. NAD ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
24,521 | $269,485 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
12,315 | $205,660 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
12,654 | $153,366 | |
| 4 | HFRO |
Highland Opportunities & Income Fund
|
14,704 | $104,839 | |
| 5 | BCG |
Binah Capital Group, Inc.
|
21,200 | $32,648 |
All Filings in NAD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,366 | 12,654 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $145,521 | 12,654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $152,101 | 12,654 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $147,925 | 12,654 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $142,863 | 12,654 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $145,774 | 12,654 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $147,545 | 12,654 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $156,656 | 12,654 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $148,557 | 12,654 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $145,014 | 12,654 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $144,888 | 12,654 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $128,311 | 12,654 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $142,610 | 12,654 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $145,900 | 12,654 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $149,317 | 12,654 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $139,194 | 12,654 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $157,795 | 12,654 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $169,057 | 12,654 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $203,855 | 12,654 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||