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Equibles

Integrated Wealth Concepts LLC

Position in NAN — Nuveen New York Quality Municipal Income Fund

CIK 1737109 WALTHAM, MA
Back to NAN Full portfolio

Position in NAN

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$133,780
+$6,615 QoQ
Shares Held
11,405
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#41
of 58 holders
Holding Since
Sep 2021
20 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, 2026

Integrated Wealth Concepts LLC holds $346,355,725 across 136 Asset Management names. NAN ranks #118 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 1,638,614 $186,152,325
2 STT
State Street Corp
 581,003 $32,600,460
3 PHYS
Sprott Physical Gold Trust
 647,375 $19,531,303
4 BX
Blackstone Inc.
 60,802 $7,154,571
5 BLK
BlackRock, Inc.
 16,586 $4,689,934
6 MAIN
Main Street Capital CORP
 90,056 $4,672,105
7 BPRE
Bluerock Private Real Estate Fund
 301,045 $3,916,595
8 CEF
Sprott Physical Gold & Silver Trust
 84,650 $3,405,469

All Filings in NAN

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $133,780 11,405
2026-03-31 $127,165 11,405
2025-12-31 $118,883 10,558
2025-09-30 $130,359 11,405
2025-06-30 $130,131 11,405
2025-03-31 $129,788 11,405
2024-12-31 $130,017 11,405
2024-09-30 $134,464 11,405
2024-06-30 $236,880 21,056
2024-03-31 $230,563 21,056
2023-12-31 $232,458 21,056
2023-09-30 $203,611 21,056
2023-06-30 $226,352 21,056
2023-03-31 $232,458 21,056
2022-12-31 $216,236 20,209
2022-09-30 $211,588 20,209
2022-06-30 $237,051 20,209
2022-03-31 $254,027 20,209
2021-12-31 $298,891 20,209
2021-09-30 $297,476 20,209