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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
Q2 		$437K Sell
37,257
-177
-0.5% -$2.03K 0.02% 743
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 $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Investments's NAN Position: Q2 2026 in Review

PFG Investments reduced its Nuveen New York Quality Municipal Income Fund (NAN) stake by 0.47% in Q2 2026, selling an estimated $2.03K and leaving 37,257 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #743.

PFG Investments first reported a position in NAN in Q3 2024 and has held it in 8 quarters since. 58 funds tracked by Wall St. Rank hold NAN as of Q2 2026.

  • PFG Investments held 37,257 shares of Nuveen New York Quality Municipal Income Fund worth $437K as of Q2 2026.
  • PFG Investments sold 177 Nuveen New York Quality Municipal Income Fund shares in Q2 2026, an estimated $2.03K.
  • Nuveen New York Quality Municipal Income Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #743 holding.
  • PFG Investments first reported a position in Nuveen New York Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 58 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.