Commonwealth Equity Services’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Commonwealth Equity Services’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 Q2	$628K	Sell	53,521 -83	-0.2%	-$951	﹤0.01%	3126
2026 Q1	$598K	Sell	53,604 -744	-1%	-$8.49K	﹤0.01%	3062
2025 Q4	$612K	Sell	54,348 -16,698	-24%	-$192K	﹤0.01%	3008
2025 Q3	$812K	Buy	71,046 +13,288	+23%	+$149K	﹤0.01%	2757
2025 Q2	$659K	Buy	57,758 +1,125	+2%	+$12.7K	﹤0.01%	2929
2025 Q1	$644K	Buy	56,633 +2,636	+5%	+$30.3K	﹤0.01%	2832
2024 Q4	$616K	Sell	53,997 -2,048	-4%	-$23.6K	﹤0.01%	2792
2024 Q3	$661K	Sell	56,045 -3,579	-6%	-$41.1K	﹤0.01%	2673
2024 Q2	$671K	Buy	59,624 +4,446	+8%	+$48.3K	﹤0.01%	2599
2024 Q1	$604K	Buy	55,178 +419	+0.8%	+$4.59K	﹤0.01%	2662
2023 Q4	$605K	Sell	54,759 -5,826	-10%	-$58.4K	﹤0.01%	2551
2023 Q3	$586K	Buy	60,585 +15,692	+35%	+$163K	﹤0.01%	2463
2023 Q2	$483K	Buy	44,893 +2,216	+5%	+$24K	﹤0.01%	2654
2023 Q1	$471K	Buy	42,677 +3,316	+8%	+$36.3K	﹤0.01%	2614
2022 Q4	$421K	Sell	39,361 -1,330	-3%	-$13.8K	﹤0.01%	2605
2022 Q3	$426K	Sell	40,691 -1,600	-4%	-$18.4K	﹤0.01%	2547
2022 Q2	$496K	Sell	42,291 -5,753	-12%	-$67.3K	﹤0.01%	2403
2022 Q1	$603K	Buy	48,044 +17,761	+59%	+$235K	﹤0.01%	2373
2021 Q4	$447K	Sell	30,283 -1,786	-6%	-$26K	﹤0.01%	2626
2021 Q3	$472K	Buy	32,069 +80	+0.3%	+$1.21K	﹤0.01%	2513
2021 Q2	$481K	Buy	31,989 +88	+0.3%	+$1.29K	﹤0.01%	2502
2021 Q1	$454K	Buy	31,901 +62	+0.2%	+$879	﹤0.01%	2407
2020 Q4	$450K	Sell	31,839 -1,871	-6%	-$25.7K	﹤0.01%	2221
2020 Q3	$460K	Sell	33,710 -540	-2%	-$7.46K	﹤0.01%	2022
2020 Q2	$462K	Buy	34,250 +107	+0.3%	+$1.4K	﹤0.01%	1936
2020 Q1	$448K	Buy	34,143 +7,562	+28%	+$105K	﹤0.01%	1767
2019 Q4	$377K	Buy	26,581 +8,526	+47%	+$120K	﹤0.01%	2127
2019 Q3	$257K	Buy	18,055 +5,628	+45%	+$79.2K	﹤0.01%	2368
2019 Q2	$172K	Buy	12,427 +50	+0.4%	+$680	﹤0.01%	2543
2019 Q1	$165K	Buy	12,377 +67	+0.5%	+$865	﹤0.01%	2513
2018 Q4	$150K	Sell	12,310 -1,553	-11%	-$18.9K	﹤0.01%	2413
2018 Q3	$170K	Sell	13,863 -2,463	-15%	-$30.8K	﹤0.01%	2546
2018 Q2	$206K	Buy	16,326 +5,670	+53%	+$71.2K	﹤0.01%	2441
2018 Q1	$135K	Buy	+10,656	New	+$140K	﹤0.01%	2497
2017 Q1	–	Sell	-10,435	Closed	-$140K	–	2454
2016 Q4	$140K	Sell	10,435 -2,499	-19%	-$34.7K	﹤0.01%	2147
2016 Q3	$198K	Sell	12,934 -3,495	-21%	-$54.2K	﹤0.01%	1993
2016 Q2	$257K	Hold	16,429	–	–	﹤0.01%	1770
2016 Q1	$242K	Buy	16,429 +3,497	+27%	+$50K	﹤0.01%	1787
2015 Q4	$184K	Sell	12,932 -634	-5%	-$8.75K	﹤0.01%	1900
2015 Q3	$182K	Hold	13,566	–	–	﹤0.01%	1866
2015 Q2	$184K	Buy	+13,566	New	+$187K	﹤0.01%	1958

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services's NAN Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 0.15% in Q2 2026, selling an estimated $951 and leaving 53,521 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Commonwealth Equity Services first reported a position in NAN in Q2 2015 and has held it in 41 quarters since. The position peaked at $812K in Q3 2025. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Commonwealth Equity Services held 53,521 shares of Nuveen New York Quality Municipal Income Fund worth $628K as of Q2 2026.
Commonwealth Equity Services sold 83 Nuveen New York Quality Municipal Income Fund shares in Q2 2026, an estimated $951.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3126 holding.
Commonwealth Equity Services first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2015 and has held it in 41 quarters since.
Commonwealth Equity Services's Nuveen New York Quality Municipal Income Fund position peaked at $812K in Q3 2025.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.