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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

NAD holding history

Nuveen Quality Municipal Income Fund in every 13F filed by Archetype Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NAD overviewAll 13F holders of NADFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2023
Holdings of NAD by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−19,668−100.0%Sold outHolders
Q1 202619,668$226.0K<0.1%−3,500−15.1%ReducedHolders
Q4 202523,168$278.0K<0.1%−3,614−13.5%ReducedHolders
Q3 202526,782$313.0K<0.1%−17,194−39.1%ReducedHolders
Q2 202543,976$496.0K0.1%−16,520−27.3%ReducedHolders
Q1 202560,496$697.0K0.1%−9,895−14.1%ReducedHolders
Q4 202470,391$821.0K0.1%−37,395−34.7%ReducedHolders
Q3 2024107,786$1.33M0.2%−8,400−7.2%ReducedHolders
Q2 2024116,186$1.36M0.2%00.0%UnchangedHolders
Q1 2024116,186$1.33M0.2%00.0%UnchangedHolders
Q4 2023116,186$1.33M0.2%+87,032+298.5%AddedHolders
Q3 202329,154$296.0K0.1%+29,154NewHolders