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

Opal Wealth 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 Q3	$126K	Buy	12,853 +149	+1%	+$1.64K	0.03%	215
2026 Q2	$149K	Buy	12,704 +140	+1%	+$1.6K	0.03%	214
2026 Q1	$140K	Buy	12,564 +143	+1%	+$1.63K	0.03%	243
2025 Q4	$140K	Buy	12,421 +138	+1%	+$1.58K	0.04%	201
2025 Q3	$140K	Buy	12,283 +140	+1%	+$1.57K	0.04%	192
2025 Q2	$139K	Buy	12,143 +135	+1%	+$1.52K	0.04%	234
2025 Q1	$137K	Buy	12,008 +1,429	+14%	+$16.4K	0.04%	232
2024 Q4	$121K	Sell	10,579 -446	-4%	-$5.15K	0.04%	190
2024 Q3	$130K	Buy	11,025 +125	+1%	+$1.44K	0.04%	188
2024 Q2	$123K	Buy	+10,900	New	+$118K	0.04%	247
2023 Q4	–	Sell	-11,033	Closed	-$107K	–	172
2023 Q3	$107K	Sell	11,033 -11,925	-52%	-$124K	0.06%	141
2023 Q2	$247K	Buy	22,958 +46	+0.2%	+$499	0.12%	123
2023 Q1	$253K	Buy	22,912 +46	+0.2%	+$504	0.15%	88
2022 Q4	$245K	Buy	+22,866	New	+$237K	0.13%	96
2022 Q3	–	Sell	-20,149	Closed	-$236K	–	109
2022 Q2	$236K	Buy	20,149 +5,156	+34%	+$60.3K	0.16%	91
2022 Q1	$188K	Buy	14,993 +2,818	+23%	+$37.3K	0.16%	100
2021 Q4	$180K	Buy	+12,175	New	+$177K	0.11%	123

Other funds holding NAN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Opal Wealth Advisors's NAN Position: Q3 2026 in Review

Opal Wealth Advisors increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 1.2% in Q3 2026, buying an estimated $1.64K and bringing the position to 12,853 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #215.

Opal Wealth Advisors first reported a position in NAN in Q4 2021 and has held it in 17 quarters since. The position peaked at $253K in Q1 2023. 32 funds tracked by Wall St. Rank hold NAN as of Q3 2026.

Opal Wealth Advisors held 12,853 shares of Nuveen New York Quality Municipal Income Fund worth $126K as of Q3 2026.
Opal Wealth Advisors bought 149 Nuveen New York Quality Municipal Income Fund shares in Q3 2026, an estimated $1.64K.
Nuveen New York Quality Municipal Income Fund made up 0.03% of Opal Wealth Advisors's portfolio in Q3 2026, its #215 holding.
Opal Wealth Advisors first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2021 and has held it in 17 quarters since.
Opal Wealth Advisors's Nuveen New York Quality Municipal Income Fund position peaked at $253K in Q1 2023.
32 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.