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

Kingswood 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 Q2	$152K	Hold	13,000	–	–	0.01%	967
2026 Q1	$145K	Hold	13,000	–	–	0.01%	898
2025 Q4	$146K	Hold	13,000	–	–	0.01%	843
2025 Q3	$149K	Hold	13,000	–	–	0.01%	773
2025 Q2	$148K	Hold	13,000	–	–	0.01%	719
2025 Q1	$149K	Sell	13,000 -13,000	-50%	-$150K	0.01%	695
2024 Q4	$296K	Buy	+26,000	New	+$300K	0.02%	614
2024 Q3	–	Sell	-11,000	Closed	-$124K	–	722
2024 Q2	$124K	Hold	11,000	–	–	0.01%	640
2024 Q1	$120K	Hold	11,000	–	–	0.01%	594
2023 Q4	$121K	Buy	+11,000	New	+$110K	0.01%	606

Other funds holding NAN

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.77B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingswood Wealth Advisors's NAN Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q2 2026 at 13,000 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #967.

Kingswood Wealth Advisors first reported a position in NAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $296K in Q4 2024. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Kingswood Wealth Advisors held 13,000 shares of Nuveen New York Quality Municipal Income Fund worth $152K as of Q2 2026.
Kingswood Wealth Advisors 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 Kingswood Wealth Advisors's portfolio in Q2 2026, its #967 holding.
Kingswood Wealth Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
Kingswood Wealth Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $296K in Q4 2024.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.