Ameritas Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Ameritas Advisory Services’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	$184K	Buy	15,202 +3,045	+25%	+$36.2K	﹤0.01%	1097
2026 Q1	$142K	Hold	12,157	–	–	0.01%	930
2025 Q4	$144K	Buy	+12,157	New	+$144K	0.01%	917
2025 Q3	–	Sell	-17,057	Closed	-$191K	–	2631
2025 Q2	$191K	Hold	17,057	–	–	0.01%	752
2025 Q1	$192K	Sell	17,057 -4,078	-19%	-$46.3K	0.01%	829
2024 Q4	$239K	Sell	21,135 -1,857	-8%	-$21.5K	0.01%	788
2024 Q3	$273K	Buy	22,992 +35	+0.2%	+$410	0.01%	710
2024 Q2	$265K	Buy	22,957 +16	+0.1%	+$177	0.01%	767
2024 Q1	$253K	Buy	+22,941	New	+$252K	0.01%	751
2023 Q4	–	Sell	-26,512	Closed	-$256K	–	789
2023 Q3	$256K	Buy	+26,512	New	+$278K	0.01%	678
2023 Q2	–	Sell	-23,219	Closed	-$251K	–	1817
2023 Q1	$251K	Buy	23,219 +2,245	+11%	+$25K	0.01%	693
2022 Q4	$232K	Sell	20,974 -19,617	-48%	-$213K	0.01%	783
2022 Q3	$445K	Buy	40,591 +2,034	+5%	+$24.7K	0.03%	466
2022 Q2	$475K	Sell	38,557 -2,496	-6%	-$30.3K	0.03%	469
2022 Q1	$539K	Sell	41,053 -28,350	-41%	-$397K	0.02%	482
2021 Q4	$1.08M	Buy	+69,403	New	+$1.07M	0.04%	320

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Ameritas Advisory Services's NAC Position: Q2 2026 in Review

Ameritas Advisory Services increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 25% in Q2 2026, buying an estimated $36.2K and bringing the position to 15,202 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Ameritas Advisory Services first reported a position in NAC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.08M in Q4 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Ameritas Advisory Services held 15,202 shares of Nuveen California Quality Municipal Income Fund worth $184K as of Q2 2026.
Ameritas Advisory Services bought 3,045 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $36.2K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1097 holding.
Ameritas Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $1.08M in Q4 2021.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.