IBEX WEALTH ADVISORS
Position in NAN — Nuveen New York Quality Municipal Income Fund
CIK 1686242
BEDMINSTER, NJ
Position in NAN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$174,870
+$8,646 QoQ
Shares Held
14,908
0.0% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#6
of 18 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026IBEX WEALTH ADVISORS holds $31,012,081 across 17 Asset Management names. NAN ranks #16 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
279,655 | $7,380,095 | |
| 2 | BX |
Blackstone Inc.
|
54,053 | $6,360,416 | |
| 3 | STEP |
StepStone Group Inc.
|
121,785 | $5,037,027 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
288,992 | $2,277,256 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
147,780 | $1,734,937 | |
| 6 | NUV |
Nuveen Municipal Value Fund Inc
|
160,447 | $1,479,321 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
118,437 | $1,435,456 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
106,089 | $1,084,229 |
All Filings in NAN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $174,870 | 14,908 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $166,224 | 14,908 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $167,864 | 14,908 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $170,398 | 14,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $170,100 | 14,908 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $169,653 | 14,908 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $169,951 | 14,908 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $159,515 | 14,908 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $156,086 | 14,908 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $174,870 | 14,908 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $187,393 | 14,908 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $220,489 | 14,908 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $219,445 | 14,908 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,514 | 14,908 | Shares | Sole | 2021-08-20 | |
| No filing history on record for this holder in this stock. | ||||||