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Atlas Private Wealth Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Atlas Private Wealth Advisors’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
2025
Q2 		– Sell
-14,220
Closed -$162K – 199
2025
Q1 		$162K Buy
+14,220
New +$164K 0.02% 181

Other funds holding NAN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Atlas Private Wealth Advisors's NAN Position: Q2 2025 in Review

Atlas Private Wealth Advisors sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2025, closing a stake of 14,220 shares — an estimated $162K sold.

Atlas Private Wealth Advisors first reported a position in NAN in Q1 2025 and held it in 1 quarter. The position peaked at $162K in Q1 2025. 52 funds tracked by Wall St. Rank hold NAN as of Q2 2025.

  • Atlas Private Wealth Advisors reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 14,220 Nuveen New York Quality Municipal Income Fund shares in Q2 2025, an estimated $162K.
  • Atlas Private Wealth Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2025 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $162K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.