IBEX Wealth Advisors’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

IBEX Wealth Advisors’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 Q1	$166K	Hold	14,908	–	–	0.02%	201
2025 Q4	$168K	Hold	14,908	–	–	0.02%	121
2025 Q3	$170K	Hold	14,908	–	–	0.02%	200
2025 Q2	$170K	Hold	14,908	–	–	0.02%	190
2025 Q1	$170K	Hold	14,908	–	–	0.02%	120
2024 Q4	$170K	Buy	+14,908	New	+$172K	0.02%	202
2023 Q1	–	Sell	-14,908	Closed	-$160K	–	138
2022 Q4	$160K	Hold	14,908	–	–	0.04%	168
2022 Q3	$156K	Hold	14,908	–	–	0.04%	140
2022 Q2	$175K	Hold	14,908	–	–	0.04%	146
2022 Q1	$187K	Hold	14,908	–	–	0.04%	163
2021 Q4	$220K	Hold	14,908	–	–	0.04%	168
2021 Q3	$219K	Hold	14,908	–	–	0.04%	168
2021 Q2	$225K	Buy	+14,908	New	+$219K	0.05%	167
2019 Q3	–	Sell	-1,801	Closed	-$24K	–	277
2019 Q2	$24K	Buy	+1,801	New	+$24.5K	0.01%	273

Other funds holding NAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $797M AUM 18.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IBEX Wealth Advisors's NAN Position: Q1 2026 in Review

IBEX Wealth Advisors held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 14,908 shares worth $166K. The position accounts for 0.02% of the portfolio, ranked #201.

IBEX Wealth Advisors first reported a position in NAN in Q2 2019 and has held it in 14 quarters since. The position peaked at $225K in Q2 2021. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

IBEX Wealth Advisors held 14,908 shares of Nuveen New York Quality Municipal Income Fund worth $166K as of Q1 2026.
IBEX Wealth Advisors left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen New York Quality Municipal Income Fund made up 0.02% of IBEX Wealth Advisors's portfolio in Q1 2026, its #201 holding.
IBEX Wealth Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2019 and has held it in 14 quarters since.
IBEX Wealth Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $225K in Q2 2021.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.