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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
Q2 		$119K Buy
+10,112
New +$116K 0.06% 105

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GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

David J. Yvars Group's NAN Position: Q2 2026 in Review

David J. Yvars Group opened a new position in Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2026: 10,112 shares worth $119K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings.

10 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • David J. Yvars Group held 10,112 shares of Nuveen New York Quality Municipal Income Fund worth $119K as of Q2 2026.
  • Nuveen New York Quality Municipal Income Fund was a new David J. Yvars Group position in Q2 2026.
  • Nuveen New York Quality Municipal Income Fund made up 0.06% of David J. Yvars Group's portfolio in Q2 2026, its #105 holding.
  • 10 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.