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 Q3	$574K	Buy	58,084 +10,000	+21%	+$110K	0.05%	329
2026 Q2	$567K	Buy	48,084 +8,000	+20%	+$91.6K	0.03%	350
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%	350
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

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

Avestar Capital's NAN Position: Q3 2026 in Review

Avestar Capital increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 21% in Q3 2026, buying an estimated $110K and bringing the position to 58,084 shares worth $574K. The position accounts for 0.05% of the portfolio, ranked #329.

Avestar Capital first reported a position in NAN in Q3 2019 and has held it in 20 quarters since. 32 funds tracked by Wall St. Rank hold NAN as of Q3 2026.

Avestar Capital held 58,084 shares of Nuveen New York Quality Municipal Income Fund worth $574K as of Q3 2026.
Avestar Capital bought 10,000 Nuveen New York Quality Municipal Income Fund shares in Q3 2026, an estimated $110K.
Nuveen New York Quality Municipal Income Fund made up 0.05% of Avestar Capital's portfolio in Q3 2026, its #329 holding.
Avestar Capital first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2019 and has held it in 20 quarters since.
32 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.