Envestnet Asset Management
NAN icon

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

Envestnet 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 		$747K Buy
63,657
+5,906
+10% +$67.7K ﹤0.01% 3814
2026
Q1 		$644K Buy
57,751
+17,934
+45% +$205K ﹤0.01% 3744
2025
Q4 		$448K Sell
39,817
-3,686
-8% -$42.3K ﹤0.01% 3773
2025
Q3 		$497K Buy
43,503
+2,044
+5% +$22.9K ﹤0.01% 3768
2025
Q2 		$473K Buy
41,459
+11,161
+37% +$126K ﹤0.01% 3725
2025
Q1 		$345K Buy
30,298
+12,459
+70% +$143K ﹤0.01% 3837
2024
Q4 		$203K Buy
17,839
+2,617
+17% +$30.2K ﹤0.01% 4091
2024
Q3 		$179K Buy
15,222
+30
+0.2% +$344 ﹤0.01% 4039
2024
Q2 		$171K Buy
15,192
+1,592
+12% +$17.3K ﹤0.01% 3971
2024
Q1 		$149K Hold
13,600
– – ﹤0.01% 4010
2023
Q4 		$150K Buy
13,600
+1,297
+11% +$13K ﹤0.01% 3885
2023
Q3 		$119K Buy
+12,303
New +$128K ﹤0.01% 3846

Other funds holding NAN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Envestnet Asset Management increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 10% in Q2 2026, buying an estimated $67.7K and bringing the position to 63,657 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #3814.

Envestnet Asset Management first reported a position in NAN in Q3 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • Envestnet Asset Management held 63,657 shares of Nuveen New York Quality Municipal Income Fund worth $747K as of Q2 2026.
  • Envestnet Asset Management bought 5,906 Nuveen New York Quality Municipal Income Fund shares in Q2 2026, an estimated $67.7K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3814 holding.
  • Envestnet Asset Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.