CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

CAPTRUST Financial 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 		– Sell
-15,266
Closed -$180K – 3095
2025
Q4 		$180K Buy
+15,266
New +$180K ﹤0.01% 2540

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Rockefeller Capital Management
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UBS Group
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Bank of America
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Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

CAPTRUST Financial Advisors's NAC Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 15,266 shares — an estimated $180K sold.

CAPTRUST Financial Advisors first reported a position in NAC in Q4 2025 and held it in 1 quarter. The position peaked at $180K in Q4 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,266 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $180K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $180K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.