Caitlin John’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Caitlin John’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	–	Sell	-800	Closed	-$9.45K	–	978
2025 Q4	$9.45K	Hold	800	–	–	0.01%	549
2025 Q3	$9.2K	Buy	+800	New	+$8.98K	0.01%	511
2025 Q1	–	Sell	-3,400	Closed	-$38.4K	–	553
2024 Q4	$38.4K	Buy	3,400 +100	+3%	+$1.16K	0.03%	263
2024 Q3	$37.7K	Hold	3,300	–	–	0.02%	277
2024 Q2	$38K	Buy	+3,300	New	+$36.5K	0.03%	281

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Caitlin John's NAC Position: Q1 2026 in Review

Caitlin John sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 800 shares — an estimated $9.45K sold.

Caitlin John first reported a position in NAC in Q2 2024 and held it in 5 quarters. The position peaked at $38.4K in Q4 2024. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Caitlin John reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Caitlin John sold 800 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $9.45K.
Caitlin John first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2024 and held it in 5 quarters.
Caitlin John's Nuveen California Quality Municipal Income Fund position peaked at $38.4K in Q4 2024.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.