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Integrated Wealth Concepts’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Integrated Wealth Concepts’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 		$127K Buy
11,405
+847
+8% +$9.66K ﹤0.01% 2156
2025
Q4 		$119K Sell
10,558
-847
-7% -$9.72K ﹤0.01% 1558
2025
Q3 		$130K Hold
11,405
– – ﹤0.01% 1900
2025
Q2 		$130K Hold
11,405
– – ﹤0.01% 1809
2025
Q1 		$130K Hold
11,405
– – ﹤0.01% 1659
2024
Q4 		$130K Hold
11,405
– – ﹤0.01% 1640
2024
Q3 		$134K Sell
11,405
-9,651
-46% -$111K ﹤0.01% 1584
2024
Q2 		$237K Hold
21,056
– – ﹤0.01% 1447
2024
Q1 		$231K Hold
21,056
– – ﹤0.01% 1457
2023
Q4 		$232K Hold
21,056
– – ﹤0.01% 1399
2023
Q3 		$204K Hold
21,056
– – ﹤0.01% 1410
2023
Q2 		$226K Hold
21,056
– – ﹤0.01% 1361
2023
Q1 		$232K Buy
21,056
+847
+4% +$9.28K ﹤0.01% 1170
2022
Q4 		$216K Hold
20,209
– – 0.01% 923
2022
Q3 		$212K Hold
20,209
– – 0.01% 846
2022
Q2 		$237K Hold
20,209
– – 0.01% 830
2022
Q1 		$254K Hold
20,209
– – 0.01% 799
2021
Q4 		$299K Hold
20,209
– – 0.01% 776
2021
Q3 		$297K Buy
+20,209
New +$305K 0.01% 744

Other funds holding NAN

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Integrated Wealth Concepts's NAN Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 8% in Q1 2026, buying an estimated $9.66K and bringing the position to 11,405 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2156.

Integrated Wealth Concepts first reported a position in NAN in Q3 2021 and has held it in 19 quarters since. The position peaked at $299K in Q4 2021. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • Integrated Wealth Concepts held 11,405 shares of Nuveen New York Quality Municipal Income Fund worth $127K as of Q1 2026.
  • Integrated Wealth Concepts bought 847 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $9.66K.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2156 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Nuveen New York Quality Municipal Income Fund position peaked at $299K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.