Cetera Investment Advisers
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Cetera Investment Advisers’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Cetera Investment Advisers’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 		$568K Sell
48,787
-12,276
-20% -$146K ﹤0.01% 3387
2025
Q4 		$721K Sell
61,063
-1,400
-2% -$16.6K ﹤0.01% 3125
2025
Q3 		$718K Buy
62,463
+10,154
+19% +$114K ﹤0.01% 3071
2025
Q2 		$584K Sell
52,309
-11,056
-17% -$121K ﹤0.01% 2835
2025
Q1 		$712K Sell
63,365
-3,765
-6% -$42.7K ﹤0.01% 2550
2024
Q4 		$758K Buy
67,130
+630
+0.9% +$7.28K ﹤0.01% 2363
2024
Q3 		$791K Buy
66,500
+31
+0% +$363 ﹤0.01% 2288
2024
Q2 		$766K Sell
66,469
-9,587
-13% -$106K ﹤0.01% 2268
2024
Q1 		$838K Buy
76,056
+11,833
+18% +$130K ﹤0.01% 2218
2023
Q4 		$712K Sell
64,223
-172
-0.3% -$1.75K 0.01% 1300
2023
Q3 		$621K Sell
64,395
-1,571
-2% -$16.5K 0.01% 1312
2023
Q2 		$720K Buy
65,966
+180
+0.3% +$1.94K 0.01% 1240
2023
Q1 		$724K Buy
65,786
+6,940
+12% +$77.1K 0.01% 1205
2022
Q4 		$651K Sell
58,846
-164
-0.3% -$1.78K 0.01% 1229
2022
Q3 		$647K Sell
59,010
-4,065
-6% -$49.4K 0.01% 884
2022
Q2 		$778K Sell
63,075
-35,102
-36% -$427K 0.01% 892
2022
Q1 		$1.29M Sell
98,177
-1,293
-1% -$18.1K 0.02% 729
2021
Q4 		$1.56M Hold
99,470
– – 0.02% 639
2021
Q3 		$1.56M Sell
99,470
-1,372
-1% -$21.8K 0.02% 612
2021
Q2 		$1.6M Buy
100,842
+3,405
+3% +$52.3K 0.03% 599
2021
Q1 		$1.45M Buy
97,437
+3,380
+4% +$50.3K 0.03% 522
2020
Q4 		$1.43M Buy
94,057
+57,462
+157% +$852K 0.03% 546
2020
Q3 		$533K Buy
36,595
+580
+2% +$8.51K 0.04% 369
2020
Q2 		$514K Buy
36,015
+3,800
+12% +$52.9K 0.05% 351
2020
Q1 		$441K Buy
32,215
+700
+2% +$10.3K 0.05% 326
2019
Q4 		$469K Hold
31,515
– – 0.05% 348
2019
Q3 		$473K Hold
31,515
– – 0.06% 319
2019
Q2 		$457K Buy
31,515
+4,079
+15% +$57.4K 0.06% 313
2019
Q1 		$378K Hold
27,436
– – 0.05% 327
2018
Q4 		$352K Buy
27,436
+3,200
+13% +$40.1K 0.06% 313
2018
Q3 		$314K Buy
24,236
+7,850
+48% +$105K 0.05% 363
2018
Q2 		$218K Buy
+16,386
New +$219K 0.04% 382
2018
Q1 		– Sell
-11,086
Closed -$159K – 408
2017
Q4 		$159K Buy
11,086
+685
+7% +$10K 0.03% 398
2017
Q3 		$155K Buy
+10,401
New +$159K 0.03% 378

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

Cetera Investment Advisers's NAC Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 20% in Q1 2026, selling an estimated $146K and leaving 48,787 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Cetera Investment Advisers first reported a position in NAC in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.6M in Q2 2021. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Cetera Investment Advisers held 48,787 shares of Nuveen California Quality Municipal Income Fund worth $568K as of Q1 2026.
  • Cetera Investment Advisers sold 12,276 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $146K.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3387 holding.
  • Cetera Investment Advisers first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2017 and has held it in 34 quarters since.
  • Cetera Investment Advisers's Nuveen California Quality Municipal Income Fund position peaked at $1.6M in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.