Avestar Capital’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Avestar Capital’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	$450K	Buy	40,084 +9,000	+29%	+$103K	0.03%	374
2025 Q4	$350K	Sell	31,084 -6,000	-16%	-$68.8K	0.02%	390
2025 Q3	$427K	Buy	37,084 +3,200	+9%	+$35.9K	0.03%	366
2025 Q2	$389K	Buy	33,884 +12,600	+59%	+$142K	0.03%	354
2025 Q1	$243K	Buy	+21,284	New	+$245K	0.02%	417
2022 Q4	–	Sell	-18,004	Closed	-$189K	–	334
2022 Q3	$189K	Hold	18,004	–	–	0.05%	253
2022 Q2	$212K	Hold	18,004	–	–	0.05%	250
2022 Q1	$227K	Hold	18,004	–	–	0.04%	358
2021 Q4	$266K	Hold	18,004	–	–	0.03%	374
2021 Q3	$266K	Hold	18,004	–	–	0.03%	370
2021 Q2	$272K	Hold	18,004	–	–	0.04%	349
2021 Q1	$261K	Hold	18,004	–	–	0.06%	268
2020 Q4	$255K	Hold	18,004	–	–	0.07%	233
2020 Q3	$243K	Buy	18,004 +21	+0.1%	+$290	0.08%	188
2020 Q2	$244K	Buy	17,983 +100	+0.6%	+$1.31K	0.11%	155
2020 Q1	$236K	Sell	17,883 -2,922	-14%	-$40.7K	0.13%	138
2019 Q4	$295K	Buy	20,805 +253	+1%	+$3.57K	0.17%	120
2019 Q3	$293K	Buy	+20,552	New	+$289K	0.18%	106

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

Avestar Capital's NAN Position: Q1 2026 in Review

Avestar Capital increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 29% in Q1 2026, buying an estimated $103K and bringing the position to 40,084 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #374.

Avestar Capital first reported a position in NAN in Q3 2019 and has held it in 18 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Avestar Capital held 40,084 shares of Nuveen New York Quality Municipal Income Fund worth $450K as of Q1 2026.
Avestar Capital bought 9,000 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $103K.
Nuveen New York Quality Municipal Income Fund made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #374 holding.
Avestar Capital first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2019 and has held it in 18 quarters since.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.