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

Avantax 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
2025 Q2	$134K	Sell	11,987 -5,368	-31%	-$58.5K	﹤0.01%	2257
2025 Q1	$195K	Buy	+17,355	New	+$197K	﹤0.01%	2108
2020 Q4	–	Sell	-19,244	Closed	-$281K	–	1197
2020 Q3	$281K	Buy	+19,244	New	+$282K	﹤0.01%	1053
2020 Q1	–	Sell	-17,179	Closed	-$255K	–	861
2019 Q4	$255K	Buy	+17,179	New	+$255K	0.01%	683

Other funds holding NAC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's NAC Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 31% in Q2 2025, selling an estimated $58.5K and leaving 11,987 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Avantax Advisory Services first reported a position in NAC in Q4 2019 and has held it in 4 quarters since. The position peaked at $281K in Q3 2020. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2025.

Avantax Advisory Services held 11,987 shares of Nuveen California Quality Municipal Income Fund worth $134K as of Q2 2025.
Avantax Advisory Services sold 5,368 Nuveen California Quality Municipal Income Fund shares in Q2 2025, an estimated $58.5K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2257 holding.
Avantax Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2019 and has held it in 4 quarters since.
Avantax Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $281K in Q3 2020.
119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.