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

Atala Financial’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	$696K	Sell	57,385 -6,000	-9%	-$71.4K	0.42%	58
2026 Q1	$739K	Sell	63,385 -1,800	-3%	-$21.4K	0.5%	53
2025 Q4	$770K	Sell	65,185 -38,870	-37%	-$460K	0.49%	54
2025 Q3	$1.2M	Sell	104,055 -4,875	-4%	-$54.7K	0.75%	44
2025 Q2	$1.22M	Sell	108,930 -31,965	-23%	-$349K	0.84%	39
2025 Q1	$1.58M	Sell	140,895 -2,356	-2%	-$26.8K	1.15%	28
2024 Q4	$1.62M	Buy	+143,251	New	+$1.66M	1.14%	28

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

Atala Financial's NAC Position: Q2 2026 in Review

Atala Financial reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 9.5% in Q2 2026, selling an estimated $71.4K and leaving 57,385 shares worth $696K. The position accounts for 0.42% of the portfolio, ranked #58.

Atala Financial first reported a position in NAC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.62M in Q4 2024. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Atala Financial held 57,385 shares of Nuveen California Quality Municipal Income Fund worth $696K as of Q2 2026.
Atala Financial sold 6,000 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $71.4K.
Nuveen California Quality Municipal Income Fund made up 0.42% of Atala Financial's portfolio in Q2 2026, its #58 holding.
Atala Financial first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
Atala Financial's Nuveen California Quality Municipal Income Fund position peaked at $1.62M in Q4 2024.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.