Cetera Investment Advisers
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Cetera Investment Advisers’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-10,086
Closed -$115K – 4037
2024
Q4 		$115K Hold
10,086
– – ﹤0.01% 3549
2024
Q3 		$119K Hold
10,086
– – ﹤0.01% 3505
2024
Q2 		$113K Sell
10,086
-112
-1% -$1.22K ﹤0.01% 3493
2024
Q1 		$112K Buy
+10,198
New +$112K ﹤0.01% 3481

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cetera Investment Advisers's NAN Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2025, closing a stake of 10,086 shares — an estimated $115K sold.

Cetera Investment Advisers first reported a position in NAN in Q1 2024 and held it in 4 quarters. The position peaked at $119K in Q3 2024. 51 funds tracked by Wall St. Rank hold NAN as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,086 Nuveen New York Quality Municipal Income Fund shares in Q1 2025, an estimated $115K.
  • Cetera Investment Advisers first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2024 and held it in 4 quarters.
  • Cetera Investment Advisers's Nuveen New York Quality Municipal Income Fund position peaked at $119K in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.