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

Lido 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	$4.88M	Hold	413,884	–	–	0.01%	507
2026 Q1	$4.64M	Hold	413,884	–	–	0.01%	471
2025 Q4	$4.76M	Hold	413,884	–	–	0.01%	480
2025 Q3	$4.76M	Hold	413,884	–	–	0.01%	456
2025 Q2	$4.75M	Hold	413,884	–	–	0.02%	385
2025 Q1	$4.74M	Hold	413,884	–	–	0.02%	350
2024 Q4	$4.72M	Hold	413,884	–	–	0.02%	335
2024 Q3	$4.88M	Hold	413,884	–	–	0.02%	313
2024 Q2	$4.69M	Sell	413,884 -9,230	-2%	-$100K	0.03%	297
2024 Q1	$4.65M	Sell	423,114 -62,964	-13%	-$690K	0.03%	294
2023 Q4	$5.37M	Buy	+486,078	New	+$4.87M	0.04%	253

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's NAN Position: Q2 2026 in Review

Lido Advisors held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q2 2026 at 413,884 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #507.

Lido Advisors first reported a position in NAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.37M in Q4 2023. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Lido Advisors held 413,884 shares of Nuveen New York Quality Municipal Income Fund worth $4.88M as of Q2 2026.
Lido 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 Lido Advisors's portfolio in Q2 2026, its #507 holding.
Lido Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
Lido Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $5.37M in Q4 2023.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.