B. Riley Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

B. Riley Wealth Management’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
2022 Q2	$415	Sell	33,627 -795	-2%	-$9.67K	﹤0.01%	454
2022 Q1	$452K	Hold	34,422	–	–	0.03%	350
2021 Q4	$538K	Hold	34,422	–	–	0.04%	332
2021 Q3	$540K	Hold	34,422	–	–	0.04%	317
2021 Q2	$546K	Hold	34,422	–	–	0.06%	220
2021 Q1	$512K	Buy	34,422 +7,922	+30%	+$118K	0.06%	223
2020 Q4	$402K	Sell	26,500 -9,295	-26%	-$138K	0.05%	239
2020 Q3	$521K	Hold	35,795	–	–	0.06%	222
2020 Q2	$510K	Buy	35,795 +420	+1%	+$5.85K	0.06%	228
2020 Q1	$484K	Buy	35,375 +375	+1%	+$5.52K	0.05%	269
2019 Q4	$521K	Hold	35,000	–	–	0.08%	209
2019 Q3	$525K	Hold	35,000	–	–	0.09%	199
2019 Q2	$507	Hold	35,000	–	–	0.08%	207
2019 Q1	$482K	Hold	35,000	–	–	0.08%	210
2018 Q4	$446K	Hold	35,000	–	–	0.09%	192
2018 Q3	$453K	Buy	+35,000	New	+$467K	0.11%	156

Other funds holding NAC

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

B. Riley Wealth Management's NAC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 2.3% in Q2 2022, selling an estimated $9.67K and leaving 33,627 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #454.

B. Riley Wealth Management first reported a position in NAC in Q3 2018 and has held it in 16 quarters since. The position peaked at $546K in Q2 2021. 107 funds tracked by Wall St. Rank hold NAC as of Q2 2022.

B. Riley Wealth Management held 33,627 shares of Nuveen California Quality Municipal Income Fund worth $415 as of Q2 2022.
B. Riley Wealth Management sold 795 Nuveen California Quality Municipal Income Fund shares in Q2 2022, an estimated $9.67K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #454 holding.
B. Riley Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2018 and has held it in 16 quarters since.
B. Riley Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $546K in Q2 2021.
107 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.