Commonwealth Equity Services
NAC icon

Commonwealth Equity Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Commonwealth Equity Services’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 		$1.67M Sell
138,030
-3,687
-3% -$43.8K ﹤0.01% 2285
2026
Q1 		$1.65M Buy
141,717
+75,480
+114% +$896K ﹤0.01% 2176
2025
Q4 		$782K Sell
66,237
-1,192
-2% -$14.1K ﹤0.01% 2790
2025
Q3 		$775K Sell
67,429
-3,567
-5% -$40K ﹤0.01% 2793
2025
Q2 		$793K Sell
70,996
-2,935
-4% -$32K ﹤0.01% 2768
2025
Q1 		$831K Buy
73,931
+2,890
+4% +$32.8K ﹤0.01% 2614
2024
Q4 		$802K Buy
71,041
+16,802
+31% +$194K ﹤0.01% 2574
2024
Q3 		$645K Sell
54,239
-21,240
-28% -$249K ﹤0.01% 2693
2024
Q2 		$870K Buy
75,479
+2,722
+4% +$30.1K ﹤0.01% 2387
2024
Q1 		$802K Buy
72,757
+21,741
+43% +$239K ﹤0.01% 2412
2023
Q4 		$566K Sell
51,016
-1,803
-3% -$18.4K ﹤0.01% 2596
2023
Q3 		$510K Sell
52,819
-1,585
-3% -$16.6K ﹤0.01% 2570
2023
Q2 		$594K Buy
54,404
+1,838
+3% +$19.8K ﹤0.01% 2478
2023
Q1 		$578 Buy
52,566
+1,853
+4% +$20.6K ﹤0.01% 2424
2022
Q4 		$561K Sell
50,713
-6,060
-11% -$65.7K ﹤0.01% 2379
2022
Q3 		$622K Buy
56,773
+1,585
+3% +$19.3K ﹤0.01% 2238
2022
Q2 		$680K Buy
55,188
+2,246
+4% +$27.3K ﹤0.01% 2192
2022
Q1 		$694K Sell
52,942
-300
-0.6% -$4.2K ﹤0.01% 2268
2021
Q4 		$832K Sell
53,242
-4,040
-7% -$62.4K ﹤0.01% 2121
2021
Q3 		$898K Buy
57,282
+126
+0.2% +$2K ﹤0.01% 2007
2021
Q2 		$905K Sell
57,156
-4,108
-7% -$63.2K ﹤0.01% 1984
2021
Q1 		$910K Sell
61,264
-6,954
-10% -$103K ﹤0.01% 1871
2020
Q4 		$1.03M Buy
68,218
+13,672
+25% +$203K ﹤0.01% 1627
2020
Q3 		$794K Buy
54,546
+2,998
+6% +$44K ﹤0.01% 1636
2020
Q2 		$735K Sell
51,548
-112
-0.2% -$1.56K ﹤0.01% 1613
2020
Q1 		$707K Sell
51,660
-3,951
-7% -$58.1K ﹤0.01% 1466
2019
Q4 		$828K Sell
55,611
-577
-1% -$8.57K ﹤0.01% 1548
2019
Q3 		$842K Sell
56,188
-9,002
-14% -$134K ﹤0.01% 1465
2019
Q2 		$943K Sell
65,190
-1,115
-2% -$15.7K ﹤0.01% 1380
2019
Q1 		$913K Sell
66,305
-3,935
-6% -$52.4K ﹤0.01% 1359
2018
Q4 		$895K Sell
70,240
-2,701
-4% -$33.9K ﹤0.01% 1270
2018
Q3 		$943K Buy
72,941
+603
+0.8% +$8.05K ﹤0.01% 1338
2018
Q2 		$966K Sell
72,338
-6,731
-9% -$89.9K 0.01% 1303
2018
Q1 		$1.06M Buy
79,069
+9,470
+14% +$130K 0.01% 1222
2017
Q4 		$996K Sell
69,599
-2,868
-4% -$41.9K 0.01% 1227
2017
Q3 		$1.08M Buy
72,467
+8,937
+14% +$136K 0.01% 1144
2017
Q2 		$955K Buy
63,530
+5,271
+9% +$78K 0.01% 1171
2017
Q1 		$840K Buy
58,259
+3,171
+6% +$45.6K 0.01% 1206
2016
Q4 		$779K Buy
55,088
+38,999
+242% +$572K 0.01% 1153
2016
Q3 		$264K Buy
16,089
+125
+0.8% +$2.09K ﹤0.01% 1806
2016
Q2 		$271K Buy
15,964
+670
+4% +$11K ﹤0.01% 1736
2016
Q1 		$246K Sell
15,294
-1,002
-6% -$15.8K ﹤0.01% 1777
2015
Q4 		$252K Buy
16,296
+3,550
+28% +$53.7K ﹤0.01% 1732
2015
Q3 		$191K Sell
12,746
-4,599
-27% -$67.1K ﹤0.01% 1850
2015
Q2 		$249K Buy
17,345
+4,772
+38% +$71.9K ﹤0.01% 1774
2015
Q1 		$192K Buy
12,573
+2,259
+22% +$34.6K ﹤0.01% 1942
2014
Q4 		$155K Sell
10,314
-350
-3% -$5.15K ﹤0.01% 1914
2014
Q3 		$152K Sell
10,664
-70
-0.7% -$983 ﹤0.01% 1897
2014
Q2 		$150K Buy
+10,734
New +$151K ﹤0.01% 1883

Other funds holding NAC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Commonwealth Equity Services's NAC Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 2.6% in Q2 2026, selling an estimated $43.8K and leaving 138,030 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Commonwealth Equity Services first reported a position in NAC in Q2 2014 and has held it in 49 quarters since. 54 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Commonwealth Equity Services held 138,030 shares of Nuveen California Quality Municipal Income Fund worth $1.67M as of Q2 2026.
  • Commonwealth Equity Services sold 3,687 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $43.8K.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2285 holding.
  • Commonwealth Equity Services first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2014 and has held it in 49 quarters since.
  • 54 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.