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Summit Financial Consulting LLC → NAD

Summit Financial Consulting LLC NAD Position History

Nuveen Quality Municipal Income Fund

Quarters held
4
Latest value
$320K
Q3 2026
Peak value
$383K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$380K
Q1 2026$363K
Q2 2026$383K
Q3 2026$320K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$320K31.6K——
Q2 2026$383K31.6K——
Q1 2026$363K31.6K——
Q4 2025$380K31.6K——

Other funds holding NAD

Other Summit Financial Consulting LLC positions

ETHA

ISHARES TR

$26.4M
BLK

ISHARES TR

$25.1M
BLK

ISHARES TR

$22.3M
ETHA

ISHARES TR

$22.2M
ETHA

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
BLK

ISHARES TR

$21.8M
ETHA

ISHARES TR

$21.6M