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 Q3	$486K	Sell	47,385 -10,000	-17%	-$115K	0.28%	77
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Atala Financial's NAC Position: Q3 2026 in Review

Atala Financial reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 17% in Q3 2026, selling an estimated $115K and leaving 47,385 shares worth $486K. The position accounts for 0.28% of the portfolio, ranked #77.

Atala Financial first reported a position in NAC in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.62M in Q4 2024. 32 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

Atala Financial held 47,385 shares of Nuveen California Quality Municipal Income Fund worth $486K as of Q3 2026.
Atala Financial sold 10,000 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $115K.
Nuveen California Quality Municipal Income Fund made up 0.28% of Atala Financial's portfolio in Q3 2026, its #77 holding.
Atala Financial first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 8 quarters since.
Atala Financial's Nuveen California Quality Municipal Income Fund position peaked at $1.62M in Q4 2024.
32 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.