Ackerman Capital Advisors
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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
Q3 		– Sell
-16,799
Closed -$157K – 131
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

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Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Ackerman Capital Advisors's NCA Position: Q3 2026 in Review

Ackerman Capital Advisors sold out of Nuveen California Municipal Value Fund (NCA) in Q3 2026, closing a stake of 16,799 shares — an estimated $157K sold.

Ackerman Capital Advisors first reported a position in NCA in Q4 2021 and held it in 2 quarters. The position peaked at $223K in Q4 2021. 32 funds tracked by Wall St. Rank hold NCA as of Q3 2026.

  • Ackerman Capital Advisors reported no remaining Nuveen California Municipal Value Fund position as of Q3 2026 after selling out during the quarter.
  • Ackerman Capital Advisors sold 16,799 Nuveen California Municipal Value Fund shares in Q3 2026, an estimated $157K.
  • Ackerman Capital Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2021 and held it in 2 quarters.
  • Ackerman Capital Advisors's Nuveen California Municipal Value Fund position peaked at $223K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2026.

Based on Ackerman Capital Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.