ACA
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Ackerman Capital Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Ackerman Capital Advisors’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
+16,799
New +$157K 0.03% 118
2022
Q1 		– Sell
-22,080
Closed -$223K – 123
2021
Q4 		$223K Buy
+22,080
New +$226K 0.05% 109

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ackerman Capital Advisors's NCA Position: Q2 2026 in Review

Ackerman Capital Advisors opened a new position in Nuveen California Municipal Value Fund (NCA) in Q2 2026: 16,799 shares worth $157K. The stake represents 0.03% of the portfolio and ranks #118 among its holdings. This is a return to the name: Ackerman Capital Advisors previously reported a position in NCA as recently as Q4 2021.

Ackerman Capital Advisors first reported a position in NCA in Q4 2021 and has held it in 2 quarters since. The position peaked at $223K in Q4 2021. 59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • Ackerman Capital Advisors held 16,799 shares of Nuveen California Municipal Value Fund worth $157K as of Q2 2026.
  • Nuveen California Municipal Value Fund was a new Ackerman Capital Advisors position in Q2 2026.
  • Nuveen California Municipal Value Fund made up 0.03% of Ackerman Capital Advisors's portfolio in Q2 2026, its #118 holding.
  • Ackerman Capital Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2021 and has held it in 2 quarters since.
  • Ackerman Capital Advisors's Nuveen California Municipal Value Fund position peaked at $223K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.