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FSA Investment Group’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

FSA Investment 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 		– Sell
-35,000
Closed -$35K – 49
2026
Q1 		$35K Buy
+35,000
New +$399K 0.01% 45

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ATS
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LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
GWMR
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PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return

FSA Investment Group's NAN Position: Q2 2026 in Review

FSA Investment Group sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2026, closing a stake of 35,000 shares — an estimated $35K sold.

FSA Investment Group first reported a position in NAN in Q1 2026 and held it in 1 quarter. The position peaked at $35K in Q1 2026. 18 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • FSA Investment Group reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • FSA Investment Group sold 35,000 Nuveen New York Quality Municipal Income Fund shares in Q2 2026, an estimated $35K.
  • FSA Investment Group first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2026 and held it in 1 quarter.
  • FSA Investment Group's Nuveen New York Quality Municipal Income Fund position peaked at $35K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on FSA Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.