Atlas Private Wealth Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

Atlas Private Wealth 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	$1.96M	Buy	210,292 +60,386	+40%	+$564K	0.43%	43
2026 Q1	$1.41M	Buy	149,906 +64,373	+75%	+$603K	0.33%	47
2025 Q4	$766K	Buy	85,533 +5,750	+7%	+$51.5K	0.18%	68
2025 Q3	$710K	Sell	79,783 -21,205	-21%	-$182K	0.17%	71
2025 Q2	$877K	Buy	100,988 +68,256	+209%	+$578K	0.11%	89
2025 Q1	$283K	Buy	+32,732	New	+$281K	0.04%	149
2020 Q3	–	Sell	-1,500	Closed	-$15K	–	705
2020 Q2	$15K	Buy	+1,500	New	+$14.9K	0.01%	357

Other funds holding NCA

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

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Sweeney & Michel Chico, California $381M AUM 25.37% 1-Year Est. Return

Atlas Private Wealth Advisors's NCA Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its Nuveen California Municipal Value Fund (NCA) stake by 40% in Q2 2026, buying an estimated $564K and bringing the position to 210,292 shares worth $1.96M. The position accounts for 0.43% of the portfolio, ranked #43.

Atlas Private Wealth Advisors first reported a position in NCA in Q2 2020 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

Atlas Private Wealth Advisors held 210,292 shares of Nuveen California Municipal Value Fund worth $1.96M as of Q2 2026.
Atlas Private Wealth Advisors bought 60,386 Nuveen California Municipal Value Fund shares in Q2 2026, an estimated $564K.
Nuveen California Municipal Value Fund made up 0.43% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #43 holding.
Atlas Private Wealth Advisors first reported a position in Nuveen California Municipal Value Fund in Q2 2020 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.