Melone Private Wealth, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 1905765
AUBURN HILLS, MI
Position in NAD
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$4,629,175
+$1,148,388 QoQ
Shares Held
402,537
+39.0% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
8.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Melone Private Wealth, LLC holds $44,439,025 across 9 Asset Management names. NAD ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NZF |
Nuveen Municipal Credit Income Fund
|
855,182 | $10,416,116 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
711,737 | $7,992,806 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
672,622 | $6,981,816 | |
| 4 | NMCO |
Nuveen Municipal Credit Opportunities Fund
|
643,997 | $6,813,488 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
402,537 | $4,629,175 | |
| 6 | MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
|
280,894 | $3,337,020 | |
| 7 | VGM |
Invesco Trust for Investment Grade Municipals
|
172,859 | $1,706,118 | |
| 8 | MHD |
Blackrock Muniholdings Fund, Inc.
|
117,683 | $1,327,464 |
All Filings in NAD
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,629,175 | 402,537 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,480,787 | 289,583 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,758,033 | 235,931 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,994,717 | 176,680 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,425,968 | 123,782 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,296,638 | 111,204 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,212,682 | 97,955 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,133,731 | 96,570 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,060,267 | 92,519 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,051,430 | 91,828 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $917,325 | 90,466 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,009,521 | 89,576 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,026,135 | 88,997 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,004,475 | 85,125 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $924,979 | 84,089 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,034,710 | 82,976 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,080,142 | 80,849 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||