Wealth Enhancement Advisory Services
NAN icon

Wealth Enhancement Advisory Services’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Wealth Enhancement Advisory 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
2026
Q1 		– Sell
-38,618
Closed -$436K – 3777
2025
Q4 		$436K Buy
38,618
+13,665
+55% +$157K ﹤0.01% 2587
2025
Q3 		$285K Buy
24,953
+10,023
+67% +$112K ﹤0.01% 2845
2025
Q2 		$171K Buy
14,930
+4,361
+41% +$49.1K ﹤0.01% 3027
2025
Q1 		$120K Buy
+10,569
New +$122K ﹤0.01% 2732

Other funds holding NAN

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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

Wealth Enhancement Advisory Services's NAN Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2026, closing a stake of 38,618 shares — an estimated $436K sold.

Wealth Enhancement Advisory Services first reported a position in NAN in Q1 2025 and held it in 4 quarters. The position peaked at $436K in Q4 2025. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 38,618 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $436K.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen New York Quality Municipal Income Fund in Q1 2025 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Nuveen New York Quality Municipal Income Fund position peaked at $436K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.