Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Cambridge Investment Research Advisors’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 		$202K Buy
17,368
+1,094
+7% +$13K ﹤0.01% 3671
2025
Q4 		$192K Buy
16,274
+429
+3% +$5.07K ﹤0.01% 3588
2025
Q3 		$182K Sell
15,845
-3,944
-20% -$44.3K ﹤0.01% 3505
2025
Q2 		$221K Buy
+19,789
New +$216K ﹤0.01% 3263
2023
Q1 		– Sell
-10,452
Closed -$116K – 3215
2022
Q4 		$116K Buy
+10,452
New +$113K ﹤0.01% 2882
2021
Q4 		– Sell
-13,783
Closed -$216K – 3239
2021
Q3 		$216K Sell
13,783
-19,122
-58% -$304K ﹤0.01% 2752
2021
Q2 		$522K Buy
32,905
+18,406
+127% +$283K ﹤0.01% 2023
2021
Q1 		$215K Buy
14,499
+513
+4% +$7.63K ﹤0.01% 2552
2020
Q4 		$212K Hold
13,986
– – ﹤0.01% 2435
2020
Q3 		$204K Sell
13,986
-304
-2% -$4.46K ﹤0.01% 2226
2020
Q2 		$204K Sell
14,290
-900
-6% -$12.5K ﹤0.01% 2160
2020
Q1 		$208K Buy
15,190
+56
+0.4% +$824 ﹤0.01% 1904
2019
Q4 		$225K Sell
15,134
-4,342
-22% -$64.5K ﹤0.01% 2121
2019
Q3 		$292K Buy
19,476
+4,347
+29% +$64.7K ﹤0.01% 1840
2019
Q2 		$219K Sell
15,129
-9,279
-38% -$131K ﹤0.01% 1949
2019
Q1 		$336K Sell
24,408
-20,542
-46% -$273K ﹤0.01% 1741
2018
Q4 		$573K Sell
44,950
-741
-2% -$9.29K 0.01% 1240
2018
Q3 		$591K Sell
45,691
-463
-1% -$6.18K 0.01% 1348
2018
Q2 		$617K Buy
46,154
+29,868
+183% +$399K 0.01% 1289
2018
Q1 		$218K Buy
16,286
+3,123
+24% +$42.9K ﹤0.01% 1912
2017
Q4 		$188K Buy
+13,163
New +$192K ﹤0.01% 1946

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cambridge Investment Research Advisors's NAC Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 6.7% in Q1 2026, buying an estimated $13K and bringing the position to 17,368 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #3671.

Cambridge Investment Research Advisors first reported a position in NAC in Q4 2017 and has held it in 21 quarters since. The position peaked at $617K in Q2 2018. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Cambridge Investment Research Advisors held 17,368 shares of Nuveen California Quality Municipal Income Fund worth $202K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 1,094 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $13K.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3671 holding.
  • Cambridge Investment Research Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2017 and has held it in 21 quarters since.
  • Cambridge Investment Research Advisors's Nuveen California Quality Municipal Income Fund position peaked at $617K in Q2 2018.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.