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Concurrent Investment Advisors, LLC → NAD
Concurrent Investment Advisors, LLC NAD Position History
Nuveen Quality Municipal Income Fund
Quarters held
6
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $652K |
| Q4 2025 | $614K |
| Q1 2026 | $755K |
| Q2 2026 | $989K |
| Q2 2026 | $56K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 177.4K | — | — |
| Q2 2026 | $56K | 4.7K | — | — |
| Q2 2026 | $989K | 81.6K | — | — |
| Q1 2026 | $755K | 65.7K | — | — |
| Q4 2025 | $614K | 51.1K | — | — |
| Q3 2025 | $652K | 55.8K | — | — |
Other funds holding NAD
$78.8M
$72.2M
$70.7M
$70.7M
$63.8M
$63.8M
$60.5M
$57M