Uptown Financial Advisors LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 2066147
DALLAS, TX
Position in NAD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$265,791
-$83,119 QoQ
Shares Held
21,930
-27.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#41
of 94 holders
Holding Since
Dec 2024
7 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, 2026Uptown Financial Advisors LLC holds $625,083 across 3 Asset Management names. NAD ranks #1 (42.5% of the industry book) .
All Filings in NAD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,791 | 21,930 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $348,910 | 30,340 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $364,686 | 30,340 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $354,674 | 30,340 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $342,538 | 30,340 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $246,528 | 21,400 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $199,386 | 17,100 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||