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

BNC 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
2026
Q3 		$573K Buy
+55,942
New +$645K 0.13% 67

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SEP
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Integrity Wealth Partners
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Prime Capital Investment Advisors
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CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BNC Wealth Management's NAC Position: Q3 2026 in Review

BNC Wealth Management opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q3 2026: 55,942 shares worth $573K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings.

25 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • BNC Wealth Management held 55,942 shares of Nuveen California Quality Municipal Income Fund worth $573K as of Q3 2026.
  • Nuveen California Quality Municipal Income Fund was a new BNC Wealth Management position in Q3 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.13% of BNC Wealth Management's portfolio in Q3 2026, its #67 holding.
  • 25 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.