Barnes Wealth Management Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Barnes Wealth Management Group’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 Q1	$174K	Hold	14,953	–	–	0.09%	183
2025 Q4	$177K	Hold	14,953	–	–	0.09%	176
2025 Q3	$172K	Hold	14,953	–	–	0.09%	171
2025 Q2	$167K	Hold	14,953	–	–	0.1%	165
2025 Q1	$168K	Hold	14,953	–	–	0.11%	159
2024 Q4	$169K	Buy	+14,953	New	+$173K	0.11%	138

Other funds holding NAC

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

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

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

AAM

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Barnes Wealth Management Group's NAC Position: Q1 2026 in Review

Barnes Wealth Management Group held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q1 2026 at 14,953 shares worth $174K. The position accounts for 0.09% of the portfolio, ranked #183.

Barnes Wealth Management Group first reported a position in NAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $177K in Q4 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Barnes Wealth Management Group held 14,953 shares of Nuveen California Quality Municipal Income Fund worth $174K as of Q1 2026.
Barnes Wealth Management Group left its Nuveen California Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California Quality Municipal Income Fund made up 0.09% of Barnes Wealth Management Group's portfolio in Q1 2026, its #183 holding.
Barnes Wealth Management Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
Barnes Wealth Management Group's Nuveen California Quality Municipal Income Fund position peaked at $177K in Q4 2025.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.