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 Q3	$98	Sell	10 -24	-71%	-$264	﹤0.01%	3691
2026 Q2	$399	Buy	+34	New	+$389	﹤0.01%	3326

Other funds holding NAN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

AssetMark Inc's NAN Position: Q3 2026 in Review

AssetMark Inc reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 71% in Q3 2026, selling an estimated $264 and leaving 10 shares worth $98. The position accounts for ﹤0.01% of the portfolio, ranked #3691.

AssetMark Inc first reported a position in NAN in Q2 2026 and has held it in 2 quarters since. The position peaked at $399 in Q2 2026. 15 funds tracked by Wall St. Rank hold NAN as of Q3 2026.

AssetMark Inc held 10 shares of Nuveen New York Quality Municipal Income Fund worth $98 as of Q3 2026.
AssetMark Inc sold 24 Nuveen New York Quality Municipal Income Fund shares in Q3 2026, an estimated $264.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3691 holding.
AssetMark Inc first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2026 and has held it in 2 quarters since.
AssetMark Inc's Nuveen New York Quality Municipal Income Fund position peaked at $399 in Q2 2026.
15 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.