Cresset Asset Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Cresset Asset 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 Q2	$206K	Sell	17,528 -4,365	-20%	-$50K	﹤0.01%	1576
2026 Q1	$246K	Hold	21,893	–	–	﹤0.01%	1373
2025 Q4	$247K	Hold	21,893	–	–	﹤0.01%	1394
2025 Q3	$253K	Hold	21,893	–	–	﹤0.01%	1319
2025 Q2	$251K	Buy	+21,893	New	+$246K	﹤0.01%	1212

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

Cresset Asset Management's NAN Position: Q2 2026 in Review

Cresset Asset Management reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 20% in Q2 2026, selling an estimated $50K and leaving 17,528 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Cresset Asset Management first reported a position in NAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q3 2025. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Cresset Asset Management held 17,528 shares of Nuveen New York Quality Municipal Income Fund worth $206K as of Q2 2026.
Cresset Asset Management sold 4,365 Nuveen New York Quality Municipal Income Fund shares in Q2 2026, an estimated $50K.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1576 holding.
Cresset Asset Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
Cresset Asset Management's Nuveen New York Quality Municipal Income Fund position peaked at $253K in Q3 2025.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.