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Omni 360 Wealth’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Omni 360 Wealth’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 		$125K Buy
+10,680
New +$122K 0.06% 135
2025
Q4 		– Sell
-28,469
Closed -$325K – 129
2025
Q3 		$325K Buy
28,469
+1,202
+4% +$13.5K 0.18% 95
2025
Q2 		$311K Buy
27,267
+2,939
+12% +$33.1K 0.19% 95
2025
Q1 		$277K Sell
24,328
-2,972
-11% -$34.2K 0.19% 90
2024
Q4 		$311K Buy
27,300
+57
+0.2% +$658 0.21% 85
2024
Q3 		$321K Buy
27,243
+179
+0.7% +$2.05K 0.22% 92
2024
Q2 		$304K Buy
27,064
+3,028
+13% +$32.9K 0.23% 88
2024
Q1 		$263K Buy
24,036
+122
+0.5% +$1.34K 0.22% 95
2023
Q4 		$264K Buy
+23,914
New +$240K 0.25% 83

Other funds holding NAN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Omni 360 Wealth's NAN Position: Q2 2026 in Review

Omni 360 Wealth opened a new position in Nuveen New York Quality Municipal Income Fund (NAN) in Q2 2026: 10,680 shares worth $125K. The stake represents 0.06% of the portfolio and ranks #135 among its holdings. This is a return to the name: Omni 360 Wealth previously reported a position in NAN as recently as Q3 2025.

Omni 360 Wealth first reported a position in NAN in Q4 2023 and has held it in 9 quarters since. The position peaked at $325K in Q3 2025. 10 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • Omni 360 Wealth held 10,680 shares of Nuveen New York Quality Municipal Income Fund worth $125K as of Q2 2026.
  • Nuveen New York Quality Municipal Income Fund was a new Omni 360 Wealth position in Q2 2026.
  • Nuveen New York Quality Municipal Income Fund made up 0.06% of Omni 360 Wealth's portfolio in Q2 2026, its #135 holding.
  • Omni 360 Wealth first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2023 and has held it in 9 quarters since.
  • Omni 360 Wealth's Nuveen New York Quality Municipal Income Fund position peaked at $325K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.