CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
Position in NAD — Nuveen Quality Municipal Income Fund
CIK 944361
MINNEAPOLIS, MN
Position in NAD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,250,032
+$63,945 QoQ
Shares Held
103,138
0.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#7
of 43 holders
Holding Since
Jun 2020
24 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 Jun 30, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $3,200,257 across 7 Asset Management names. NAD ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAD |
Nuveen Quality Municipal Income Fund
This page
|
103,138 | $1,250,032 | |
| 2 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
44,780 | $525,717 | |
| 3 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
38,418 | $406,078 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
22,500 | $276,975 | |
| 5 | ARCC |
Ares Capital Corp
|
14,745 | $273,224 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
24,840 | $268,023 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
40,122 | $200,208 |
All Filings in NAD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,250,032 | 103,138 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,186,087 | 103,138 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,239,718 | 103,138 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,437,145 | 122,938 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,521,327 | 134,750 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,084,296 | 94,123 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,097,474 | 94,123 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,879,184 | 151,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,794,048 | 152,815 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $804,789 | 70,226 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $990,161 | 86,477 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,210,563 | 119,385 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,394,987 | 212,510 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,448,337 | 212,345 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,462,943 | 208,724 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $2,730,755 | 218,986 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,070,902 | 229,858 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,163,661 | 258,452 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $4,334,065 | 277,469 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,444,616 | 277,615 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,200,532 | 277,446 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $5,327,518 | 346,618 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $5,182,275 | 356,906 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,758,920 | 339,438 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||