Wealth Management Associates, Inc.
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 2067339
Cherry Hill, NJ
Position in NAD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$303,315
+$15,516 QoQ
Shares Held
25,026
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#136
of 285 holders
Holding Since
Mar 2020
26 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, 2026Wealth Management Associates, Inc. holds $3,693,435 across 7 Asset Management names. NAD ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
75,124 | $2,266,491 | |
| 2 | IVZ |
Invesco Ltd.
|
19,460 | $513,549 | |
| 3 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
25,026 | $303,315 | |
| 4 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
13,488 | $172,646 | |
| 5 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
16,065 | $153,742 | |
| 6 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,588 | $147,783 | |
| 7 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
12,858 | $135,909 |
All Filings in NAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,315 | 25,026 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $287,799 | 25,026 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $300,812 | 25,026 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $292,553 | 25,026 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $282,543 | 25,026 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $288,299 | 25,026 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $291,803 | 25,026 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $309,821 | 25,026 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $293,805 | 25,026 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $286,797 | 25,026 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $289,375 | 25,273 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $258,296 | 25,473 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $287,080 | 25,473 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $293,703 | 25,473 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $300,581 | 25,473 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $279,433 | 25,403 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $374,885 | 30,063 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $407,613 | 30,510 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $491,516 | 30,510 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $252,903 | 16,191 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $258,417 | 16,141 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $243,572 | 16,088 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $246,734 | 16,053 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $232,073 | 15,983 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $223,352 | 15,931 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $218,177 | 15,879 | Shares | Sole | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||