AssetMark Inc’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

AssetMark Inc’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 Q2	$399	Buy	+34	New	+$389	﹤0.01%	3326

Other funds holding NAN

HWAM

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

Indivisible Partners Clearwater, Florida $1.77B AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

AssetMark Inc's NAN Position: Q2 2026 in Review

AssetMark Inc opened a new position in Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2026: 34 shares worth $399. The stake represents ﹤0.01% of the portfolio and ranks #3326 among its holdings.

29 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

AssetMark Inc held 34 shares of Nuveen New York Quality Municipal Income Fund worth $399 as of Q2 2026.
Nuveen New York Quality Municipal Income Fund was a new AssetMark Inc position in Q2 2026.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3326 holding.
29 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.