David J. Yvars Group’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

David J. Yvars Group’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 Q3	$101K	Buy	10,296 +184	+2%	+$2.02K	0.05%	108
2026 Q2	$119K	Buy	+10,112	New	+$116K	0.06%	105

Other funds holding NAN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

David J. Yvars Group's NAN Position: Q3 2026 in Review

David J. Yvars Group increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 1.8% in Q3 2026, buying an estimated $2.02K and bringing the position to 10,296 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #108.

David J. Yvars Group first reported a position in NAN in Q2 2026 and has held it in 2 quarters since. The position peaked at $119K in Q2 2026. 15 funds tracked by Wall St. Rank hold NAN as of Q3 2026.

David J. Yvars Group held 10,296 shares of Nuveen New York Quality Municipal Income Fund worth $101K as of Q3 2026.
David J. Yvars Group bought 184 Nuveen New York Quality Municipal Income Fund shares in Q3 2026, an estimated $2.02K.
Nuveen New York Quality Municipal Income Fund made up 0.05% of David J. Yvars Group's portfolio in Q3 2026, its #108 holding.
David J. Yvars Group first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2026 and has held it in 2 quarters since.
David J. Yvars Group's Nuveen New York Quality Municipal Income Fund position peaked at $119K in Q2 2026.
15 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.