Carson Wealth (CWM LLC)’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Carson Wealth (CWM LLC)’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	$4.59K	Hold	412	–	–	﹤0.01%	5055
2025 Q4	$5K	Hold	412	–	–	﹤0.01%	4830
2025 Q3	$5K	Hold	412	–	–	﹤0.01%	4742
2025 Q2	$5K	Hold	412	–	–	﹤0.01%	4629
2025 Q1	$5K	Hold	412	–	–	﹤0.01%	4467
2024 Q4	$5K	Hold	412	–	–	﹤0.01%	4223
2024 Q3	$5K	Hold	412	–	–	﹤0.01%	4116
2024 Q2	$5K	Buy	+412	New	+$4.48K	﹤0.01%	3882

Other funds holding NAN

Morgan Stanley New York $1.89T AUM 35.08% 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 $15.9B AUM 53.4% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NAN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 412 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #5055.

Carson Wealth (CWM LLC) first reported a position in NAN in Q2 2024 and has held it in 8 quarters since. The position peaked at $5K in Q4 2025. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Carson Wealth (CWM LLC) held 412 shares of Nuveen New York Quality Municipal Income Fund worth $4.59K as of Q1 2026.
Carson Wealth (CWM LLC) left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5055 holding.
Carson Wealth (CWM LLC) first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2024 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Nuveen New York Quality Municipal Income Fund position peaked at $5K in Q4 2025.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.