AWS
NAN icon

Atria Wealth Solutions’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Atria Wealth Solutions’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 		$194K Sell
16,923
-126
-0.7% -$1.42K ﹤0.01% 1398
2025
Q1 		$194K Hold
17,049
– – ﹤0.01% 1728
2024
Q4 		$194K Buy
+17,049
New +$197K ﹤0.01% 1841

Other funds holding NAN

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $369B AUM 28.27% 1-Year Est. Return

Atria Wealth Solutions's NAN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 0.74% in Q2 2025, selling an estimated $1.42K and leaving 16,923 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Atria Wealth Solutions first reported a position in NAN in Q4 2024 and has held it in 3 quarters since. The position peaked at $194K in Q4 2024. 52 funds tracked by Wall St. Rank hold NAN as of Q2 2025.

  • Atria Wealth Solutions held 16,923 shares of Nuveen New York Quality Municipal Income Fund worth $194K as of Q2 2025.
  • Atria Wealth Solutions sold 126 Nuveen New York Quality Municipal Income Fund shares in Q2 2025, an estimated $1.42K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1398 holding.
  • Atria Wealth Solutions first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's Nuveen New York Quality Municipal Income Fund position peaked at $194K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.