Plan A Wealth LLC
- SEC CIK
- 0002093645
- Latest filing
- Jul 14, 2026
NAD holding history
Nuveen Quality Municipal Income Fund in every 13F filed by Plan A Wealth 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −14,363−100.0% | Sold out | Holders |
| Q3 2025 | 14,363 | $167.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 14,363 | $162.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 14,363 | $165.5K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 14,363 | $167.5K | 0.2% | – | No prior filing | Holders |