Northwest Financial Advisors
Position in NPV — Nuveen Virginia Quality Municipal Income Fund
CIK 2010635
HERNDON, VA
Position in NPV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$593,541
+$44,977 QoQ
Shares Held
51,300
+6.0% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#15
of 40 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NPV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Northwest Financial Advisors holds $3,970,507 across 5 Asset Management names. NPV ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
46,152 | $1,965,613 | |
| 2 | IVZ |
Invesco Ltd.
|
2,635 | $798,325 | |
| 3 | NPV |
Nuveen Virginia Quality Municipal Income Fund
This page
|
51,300 | $593,541 | |
| 4 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
46,471 | $365,726 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
5,514 | $247,302 |
All Filings in NPV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,541 | 51,300 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $548,564 | 48,417 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $520,356 | 47,006 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $513,798 | 44,293 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $515,753 | 45,804 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $495,008 | 41,458 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $636,510 | 50,317 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $652,281 | 50,060 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $573,516 | 49,871 | Shares | Sole | 2025-01-27 | |
| 2024-03-31 | $444,648 | 40,167 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $310,356 | 28,790 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||