INDEPENDENT FINANCIAL GROUP, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 275484
SAN DIEGO, CA
Position in NAD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$345,516
+$20,043 QoQ
Shares Held
28,508
+0.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#125
of 285 holders
Holding Since
Mar 2020
26 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $149,681,093 across 99 Asset Management names. NAD ranks #66 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 3 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 4 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 5 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 | |
| 6 | FSCO |
FS Credit Opportunities Corp.
|
1,120,115 | $5,589,373 | |
| 7 | PFL |
Pimco Income Strategy Fund
|
524,739 | $4,134,943 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
352,342 | $3,896,902 |
All Filings in NAD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,516 | 28,508 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $325,473 | 28,302 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $338,423 | 28,155 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $340,471 | 29,125 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $325,750 | 28,853 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $340,922 | 29,594 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $332,484 | 28,515 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $346,776 | 28,011 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $325,843 | 27,755 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $300,710 | 26,240 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $299,245 | 26,135 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $276,771 | 27,295 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $291,814 | 25,893 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $285,932 | 24,799 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $221,320 | 18,756 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $187,825 | 17,075 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $173,644 | 13,925 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $186,038 | 13,925 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $312,485 | 19,397 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $217,508 | 13,925 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $222,939 | 13,925 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $210,824 | 13,925 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $226,553 | 14,740 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $177,695 | 12,238 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $171,576 | 12,238 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $168,150 | 12,238 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||