Prospera Financial Services’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Prospera Financial Services’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
2025 Q4	–	Sell	-14,081	Closed	-$161K	–	1412
2025 Q3	$161K	Buy	14,081 +255	+2%	+$2.86K	﹤0.01%	1308
2025 Q2	$158K	Buy	13,826 +244	+2%	+$2.75K	﹤0.01%	1265
2025 Q1	$155K	Buy	+13,582	New	+$156K	﹤0.01%	1128
2022 Q2	–	Sell	-2,048	Closed	-$26K	–	2245
2022 Q1	$26K	Buy	+2,048	New	+$27.1K	﹤0.01%	1638

Other funds holding NAN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Prospera Financial Services's NAN Position: Q4 2025 in Review

Prospera Financial Services sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q4 2025, closing a stake of 14,081 shares — an estimated $161K sold.

Prospera Financial Services first reported a position in NAN in Q1 2022 and held it in 4 quarters. The position peaked at $161K in Q3 2025. 56 funds tracked by Wall St. Rank hold NAN as of Q4 2025.

Prospera Financial Services reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
Prospera Financial Services sold 14,081 Nuveen New York Quality Municipal Income Fund shares in Q4 2025, an estimated $161K.
Prospera Financial Services first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2022 and held it in 4 quarters.
Prospera Financial Services's Nuveen New York Quality Municipal Income Fund position peaked at $161K in Q3 2025.
56 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.