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

Lionshead 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	$836K	Buy	74,500 +10,800	+17%	+$123K	0.62%	44
2025 Q4	$717K	Hold	63,700	–	–	0.54%	49
2025 Q3	$733K	Hold	63,700	–	–	0.58%	47
2025 Q2	$731K	Buy	+63,700	New	+$717K	0.68%	41

Other funds holding NAN

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $1.13B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lionshead Wealth Management increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 17% in Q1 2026, buying an estimated $123K and bringing the position to 74,500 shares worth $836K. The position accounts for 0.62% of the portfolio, ranked #44.

Lionshead Wealth Management first reported a position in NAN in Q2 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

Lionshead Wealth Management held 74,500 shares of Nuveen New York Quality Municipal Income Fund worth $836K as of Q1 2026.
Lionshead Wealth Management bought 10,800 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $123K.
Nuveen New York Quality Municipal Income Fund made up 0.62% of Lionshead Wealth Management's portfolio in Q1 2026, its #44 holding.
Lionshead Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2025 and has held it in 4 quarters since.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.