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Kroeger Financial Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Kroeger Financial Partners’s Portfolio NAC Stock Details NAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.96K Buy
+492
New +$5.85K 0.01% 126

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WS
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DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

Kroeger Financial Partners's NAC Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 492 shares worth $5.96K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings.

48 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Kroeger Financial Partners held 492 shares of Nuveen California Quality Municipal Income Fund worth $5.96K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new Kroeger Financial Partners position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Kroeger Financial Partners's portfolio in Q2 2026, its #126 holding.
  • 48 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.