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Kingsview Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Kingsview Wealth 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 		$158K Hold
13,450
– – ﹤0.01% 1377
2026
Q1 		$150K Hold
13,450
– – ﹤0.01% 1279
2025
Q4 		$151K Hold
13,450
– – ﹤0.01% 1198
2025
Q3 		$154K Buy
+13,450
New +$151K ﹤0.01% 1160

Other funds holding NAN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management's NAN Position: Q2 2026 in Review

Kingsview Wealth Management held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q2 2026 at 13,450 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Kingsview Wealth Management first reported a position in NAN in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • Kingsview Wealth Management held 13,450 shares of Nuveen New York Quality Municipal Income Fund worth $158K as of Q2 2026.
  • Kingsview Wealth Management left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1377 holding.
  • Kingsview Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.