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

NewEdge 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 Q1	$133K	Buy	11,901 +900	+8%	+$10.3K	﹤0.01%	2692
2025 Q4	$124K	Buy	+11,001	New	+$126K	﹤0.01%	2702
2022 Q1	–	Sell	-10,801	Closed	-$160K	–	1453
2021 Q4	$160K	Buy	+10,801	New	+$157K	﹤0.01%	1547

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

NewEdge Advisors's NAN Position: Q1 2026 in Review

NewEdge Advisors increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 8.2% in Q1 2026, buying an estimated $10.3K and bringing the position to 11,901 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

NewEdge Advisors first reported a position in NAN in Q4 2021 and has held it in 3 quarters since. The position peaked at $160K in Q4 2021. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

NewEdge Advisors held 11,901 shares of Nuveen New York Quality Municipal Income Fund worth $133K as of Q1 2026.
NewEdge Advisors bought 900 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $10.3K.
Nuveen New York Quality Municipal Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2692 holding.
NewEdge Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2021 and has held it in 3 quarters since.
NewEdge Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $160K in Q4 2021.
54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.