Allworth Financial’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Allworth Financial’s Portfolio NAN Stock Details NAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02K	Hold	450	–	–	﹤0.01%	3958
2025 Q4	$5.07K	Hold	450	–	–	﹤0.01%	3702
2025 Q3	$5.14K	Hold	450	–	–	﹤0.01%	3525
2025 Q2	$5.13K	Hold	450	–	–	﹤0.01%	3243
2025 Q1	$5.01K	Hold	450	–	–	﹤0.01%	2757
2024 Q4	$5.15K	Hold	450	–	–	﹤0.01%	2750
2024 Q3	$5.31K	Hold	450	–	–	﹤0.01%	2545
2024 Q2	$5.08K	Hold	450	–	–	﹤0.01%	2518
2024 Q1	$4.93K	Hold	450	–	–	﹤0.01%	2414
2023 Q4	$4.97K	Hold	450	–	–	﹤0.01%	2282
2023 Q3	$4.35K	Hold	450	–	–	﹤0.01%	2171
2023 Q2	$4.84K	Hold	450	–	–	﹤0.01%	2112
2023 Q1	$4.97K	Hold	450	–	–	﹤0.01%	2038
2022 Q4	$4.82K	Hold	450	–	–	﹤0.01%	1909
2022 Q3	$5K	Buy	+450	New	+$5.18K	﹤0.01%	1886

Other funds holding NAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allworth Financial's NAN Position: Q1 2026 in Review

Allworth Financial held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 450 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3958.

Allworth Financial first reported a position in NAN in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.31K in Q3 2024. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Allworth Financial held 450 shares of Nuveen New York Quality Municipal Income Fund worth $5.02K as of Q1 2026.
Allworth Financial left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3958 holding.
Allworth Financial first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2022 and has held it in 15 quarters since.
Allworth Financial's Nuveen New York Quality Municipal Income Fund position peaked at $5.31K in Q3 2024.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.