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Atria Wealth Solutions’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-48,108
Closed -$544K – 1744
2025
Q1 		$544K Sell
48,108
-2,146
-4% -$24.4K 0.01% 1159
2024
Q4 		$567K Buy
50,254
+10,367
+26% +$120K 0.01% 1208
2024
Q3 		$477K Buy
39,887
+2,946
+8% +$34.5K 0.01% 1271
2024
Q2 		$429K Buy
36,941
+4,600
+14% +$50.8K ﹤0.01% 1312
2024
Q1 		$358K Buy
32,341
+3,184
+11% +$35K ﹤0.01% 1437
2023
Q4 		$323K Sell
29,157
-635
-2% -$6.47K ﹤0.01% 1444
2023
Q3 		$289K Sell
29,792
-4,814
-14% -$50.5K ﹤0.01% 1438
2023
Q2 		$379K Sell
34,606
-233
-0.7% -$2.51K 0.01% 1303
2023
Q1 		$385K Sell
34,839
-40,339
-54% -$448K 0.01% 1288
2022
Q4 		$827K Sell
75,178
-17,635
-19% -$191K 0.01% 842
2022
Q3 		$1.02M Buy
+92,813
New +$1.13M 0.02% 704
2022
Q2 		– Sell
-40,863
Closed -$538K – 1802
2022
Q1 		$538K Buy
+40,863
New +$573K 0.01% 1025

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Atria Wealth Solutions's NAC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2025, closing a stake of 48,108 shares — an estimated $544K sold.

Atria Wealth Solutions first reported a position in NAC in Q1 2022 and held it in 12 quarters. The position peaked at $1.02M in Q3 2022. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 48,108 Nuveen California Quality Municipal Income Fund shares in Q2 2025, an estimated $544K.
  • Atria Wealth Solutions first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Nuveen California Quality Municipal Income Fund position peaked at $1.02M in Q3 2022.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.