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Westwood Wealth Management’s Nuveen New York Quality Municipal Income Fund NAN Stock Holding History

Westwood Wealth Management’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
-63,700
Closed -$717K – 89
2025
Q4 		$717K Buy
+63,700
New +$731K 0.54% 49

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 $1.77B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $570B AUM 27.57% 1-Year Est. Return

Westwood Wealth Management's NAN Position: Q1 2026 in Review

Westwood Wealth Management sold out of Nuveen New York Quality Municipal Income Fund (NAN) in Q1 2026, closing a stake of 63,700 shares — an estimated $717K sold.

Westwood Wealth Management first reported a position in NAN in Q4 2025 and held it in 1 quarter. The position peaked at $717K in Q4 2025. 54 funds tracked by Wall St. Rank hold NAN as of Q1 2026.

  • Westwood Wealth Management reported no remaining Nuveen New York Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 63,700 Nuveen New York Quality Municipal Income Fund shares in Q1 2026, an estimated $717K.
  • Westwood Wealth Management first reported a position in Nuveen New York Quality Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Nuveen New York Quality Municipal Income Fund position peaked at $717K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Nuveen New York Quality Municipal Income Fund as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.