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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
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 $1.66T 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

Kingsview Wealth Management's NAN Position: Q1 2026 in Review

Kingsview Wealth Management held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q1 2026 at 13,450 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Kingsview Wealth Management first reported a position in NAN in Q3 2025 and has held it in 3 quarters since. The position peaked at $154K in Q3 2025. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • Kingsview Wealth Management held 13,450 shares of Nuveen New York Quality Municipal Income Fund worth $150K as of Q1 2026.
  • Kingsview Wealth Management left its Nuveen New York Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1279 holding.
  • Kingsview Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Kingsview Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $154K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.