Circle Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Circle Wealth Management’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	$232K	Hold	20,808	–	–	﹤0.01%	250
2025 Q4	$234K	Hold	20,808	–	–	﹤0.01%	227
2025 Q3	$238K	Hold	20,808	–	–	﹤0.01%	211
2025 Q2	$237K	Hold	20,808	–	–	0.01%	206
2025 Q1	$237K	Hold	20,808	–	–	0.01%	208
2024 Q4	$237K	Hold	20,808	–	–	0.01%	207
2024 Q3	$245K	Hold	20,808	–	–	0.01%	207
2024 Q2	$234K	Buy	20,808 +279	+1%	+$3.03K	0.01%	209
2024 Q1	$225K	Buy	20,529 +240	+1%	+$2.63K	0.01%	188
2023 Q4	$224K	Buy	20,289 +196	+1%	+$1.96K	0.01%	180
2023 Q3	$194K	Buy	20,093 +10,093	+101%	+$105K	﹤0.01%	194
2023 Q2	$108K	Hold	10,000	–	–	0.01%	156
2023 Q1	$110K	Hold	10,000	–	–	0.02%	159
2022 Q4	$107K	Hold	10,000	–	–	0.02%	159
2022 Q3	$105K	Hold	10,000	–	–	0.02%	159
2022 Q2	$117K	Buy	+10,000	New	+$117K	0.02%	162

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

Circle Wealth Management's NAN Position: Q1 2026 in Review

Circle Wealth Management held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 20,808 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Circle Wealth Management first reported a position in NAN in Q2 2022 and has held it in 16 quarters since. The position peaked at $245K in Q3 2024. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Circle Wealth Management held 20,808 shares of Nuveen New York Quality Municipal Income Fund worth $232K as of Q1 2026.
Circle Wealth Management 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 Circle Wealth Management's portfolio in Q1 2026, its #250 holding.
Circle Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2022 and has held it in 16 quarters since.
Circle Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $245K in Q3 2024.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.