Cascade Financial Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Cascade Financial Partners’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	$969K	Buy	+79,954	New	+$951K	0.08%	128

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AAM

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HWAM

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Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Cascade Financial Partners's NAC Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 79,954 shares worth $969K. The stake represents 0.08% of the portfolio and ranks #128 among its holdings.

138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Cascade Financial Partners held 79,954 shares of Nuveen California Quality Municipal Income Fund worth $969K as of Q2 2026.
Nuveen California Quality Municipal Income Fund was a new Cascade Financial Partners position in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 0.08% of Cascade Financial Partners's portfolio in Q2 2026, its #128 holding.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.