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Bridgewealth Advisory Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Bridgewealth Advisory 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
Q2 		$443K Buy
36,555
+177
+0.5% +$2.1K 0.08% 85
2026
Q1 		$424K Buy
36,378
+114
+0.3% +$1.35K 0.09% 87
2025
Q4 		$428K Sell
36,264
-2,778
-7% -$32.8K 0.09% 82
2025
Q3 		$449K Buy
39,042
+214
+0.6% +$2.4K 0.1% 70
2025
Q2 		$434K Buy
+38,828
New +$423K 0.11% 73
2025
Q1 		– Sell
-38,523
Closed -$440K – 83
2024
Q4 		$440K Buy
38,523
+18,280
+90% +$211K 0.12% 63
2024
Q3 		$241K Buy
+20,243
New +$237K 0.09% 72

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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

Bridgewealth Advisory Group's NAC Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.49% in Q2 2026, buying an estimated $2.1K and bringing the position to 36,555 shares worth $443K. The position accounts for 0.08% of the portfolio, ranked #85.

Bridgewealth Advisory Group first reported a position in NAC in Q3 2024 and has held it in 7 quarters since. The position peaked at $449K in Q3 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Bridgewealth Advisory Group held 36,555 shares of Nuveen California Quality Municipal Income Fund worth $443K as of Q2 2026.
  • Bridgewealth Advisory Group bought 177 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $2.1K.
  • Nuveen California Quality Municipal Income Fund made up 0.08% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Bridgewealth Advisory Group first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2024 and has held it in 7 quarters since.
  • Bridgewealth Advisory Group's Nuveen California Quality Municipal Income Fund position peaked at $449K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.