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PFG Investments’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

PFG Investments’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 		$417K Buy
37,434
+4,316
+13% +$49.2K 0.02% 684
2025
Q4 		$373K Buy
33,118
+4,590
+16% +$52.7K 0.02% 700
2025
Q3 		$326K Buy
28,528
+6,350
+29% +$71.2K 0.02% 751
2025
Q2 		$253K Buy
22,178
+1,662
+8% +$18.7K 0.01% 809
2025
Q1 		$233K Buy
20,516
+34
+0.2% +$391 0.02% 824
2024
Q4 		$233K Buy
20,482
+8,167
+66% +$94.3K 0.01% 828
2024
Q3 		$145K Buy
+12,315
New +$141K 0.01% 924

Other funds holding NAN

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PFG Investments's NAN Position: Q1 2026 in Review

PFG Investments increased its Nuveen New York Quality Municipal Income Fund (NAN) stake by 13% in Q1 2026, buying an estimated $49.2K and bringing the position to 37,434 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #684.

PFG Investments first reported a position in NAN in Q3 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • PFG Investments held 37,434 shares of Nuveen New York Quality Municipal Income Fund worth $417K as of Q1 2026.
  • PFG Investments bought 4,316 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $49.2K.
  • Nuveen New York Quality Municipal Income Fund made up 0.02% of PFG Investments's portfolio in Q1 2026, its #684 holding.
  • PFG Investments first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2024 and has held it in 7 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.