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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

NAD holding history

Nuveen Quality Municipal Income Fund in every 13F filed by Sage Private Wealth Group, LLC, 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)
16,787
Value
$203.5K
% of portfolio
0.1%
Quarters held
13
Since Q1 2023
Holdings of NAD by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,787$203.5K0.1%00.0%UnchangedHolders
Q1 202616,787$193.1K0.1%00.0%UnchangedHolders
Q4 202516,787$201.8K0.1%+16,787NewHolders
Q3 20250$00.0%−16,787−100.0%Sold outHolders
Q2 202516,787$189.5K0.1%00.0%UnchangedHolders
Q1 202516,787$193.4K0.1%00.0%UnchangedHolders
Q4 202416,787$195.7K0.1%00.0%UnchangedHolders
Q3 202416,787$207.8K0.2%00.0%UnchangedHolders
Q2 202416,787$197.1K0.2%00.0%UnchangedHolders
Q1 202416,787$192.4K0.2%00.0%UnchangedHolders
Q4 202316,787$192.2K0.2%00.0%UnchangedHolders
Q3 202316,787$170.2K0.2%00.0%UnchangedHolders
Q2 202316,787$189.2K0.3%00.0%UnchangedHolders
Q1 202316,787$193.6K0.2%+16,787NewHolders