AC
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Avestar Capital’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Avestar Capital’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 		$256K Buy
21,000
+10,000
+91% +$119K 0.01% 489
2026
Q1 		$129K Buy
+11,000
New +$131K 0.01% 495

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AAM
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Avestar Capital's NAC Position: Q2 2026 in Review

Avestar Capital increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 91% in Q2 2026, buying an estimated $119K and bringing the position to 21,000 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #489.

Avestar Capital first reported a position in NAC in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Avestar Capital held 21,000 shares of Nuveen California Quality Municipal Income Fund worth $256K as of Q2 2026.
  • Avestar Capital bought 10,000 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $119K.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Avestar Capital's portfolio in Q2 2026, its #489 holding.
  • Avestar Capital first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.