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 Q2	$879K	Hold	74,500	–	–	0.57%	48
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 $1.89T 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

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

Lionshead Wealth Management held its Nuveen New York Quality Municipal Income Fund (NAN) position steady in Q2 2026 at 74,500 shares worth $879K. The position accounts for 0.57% of the portfolio, ranked #48.

Lionshead Wealth Management first reported a position in NAN in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

Lionshead Wealth Management held 74,500 shares of Nuveen New York Quality Municipal Income Fund worth $879K as of Q2 2026.
Lionshead 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 0.57% of Lionshead Wealth Management's portfolio in Q2 2026, its #48 holding.
Lionshead Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.