Cooper Financial Group
NAC icon

Cooper Financial Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Cooper Financial Group’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
Q3 		$344K Sell
33,546
-10,256
-23% -$118K 0.03% 321
2026
Q2 		$531K Buy
43,802
+574
+1% +$6.83K 0.04% 257
2026
Q1 		$504K Buy
43,228
+1,076
+3% +$12.8K 0.05% 255
2025
Q4 		$498K Buy
42,152
+1,339
+3% +$15.8K 0.05% 239
2025
Q3 		$469K Sell
40,813
-142
-0.3% -$1.59K 0.05% 247
2025
Q2 		$457K Buy
40,955
+600
+1% +$6.54K 0.05% 251
2025
Q1 		$454K Sell
40,355
-1,559
-4% -$17.7K 0.06% 250
2024
Q4 		$473K Buy
41,914
+524
+1% +$6.06K 0.06% 252
2024
Q3 		$492K Buy
41,390
+26
+0.1% +$305 0.06% 245
2024
Q2 		$477K Buy
41,364
+483
+1% +$5.34K 0.07% 227
2024
Q1 		$451K Buy
40,881
+618
+2% +$6.8K 0.07% 233
2023
Q4 		$447K Sell
40,263
-3,329
-8% -$33.9K 0.08% 218
2023
Q3 		$421K Sell
43,592
-233
-0.5% -$2.44K 0.1% 214
2023
Q2 		$479K Buy
43,825
+290
+0.7% +$3.13K 0.12% 197
2023
Q1 		$479K Buy
43,535
+229
+0.5% +$2.54K 0.13% 174
2022
Q4 		$479K Buy
43,306
+711
+2% +$7.71K 0.15% 152
2022
Q3 		$467K Buy
42,595
+518
+1% +$6.3K 0.17% 131
2022
Q2 		$519K Sell
42,077
-2,103
-5% -$25.6K 0.19% 123
2022
Q1 		$580K Sell
44,180
-24,995
-36% -$350K 0.22% 105
2021
Q4 		$1.08M Buy
69,175
+1,315
+2% +$20.3K 0.41% 60
2021
Q3 		$1.06M Buy
67,860
+6,883
+11% +$110K 0.22% 68
2021
Q2 		$966K Buy
60,977
+15,687
+35% +$241K 0.2% 75
2021
Q1 		$673K Buy
45,290
+10,334
+30% +$154K 0.15% 93
2020
Q4 		$530K Sell
34,956
-3,955
-10% -$58.7K 0.11% 148
2020
Q3 		$567K Sell
38,911
-8,900
-19% -$131K 0.16% 89
2020
Q2 		$682K Buy
47,811
+406
+0.9% +$5.65K 0.22% 66
2020
Q1 		$649K Buy
47,405
+6,826
+17% +$100K 0.27% 60
2019
Q4 		$604K Sell
40,579
-560
-1% -$8.32K 0.24% 63
2019
Q3 		$617K Buy
41,139
+437
+1% +$6.5K 0.28% 55
2019
Q2 		$589K Buy
40,702
+954
+2% +$13.4K 0.29% 55
2019
Q1 		$548K Buy
39,748
+315
+0.8% +$4.19K 0.3% 49
2018
Q4 		$503K Buy
+39,433
New +$494K 0.34% 48

Other funds holding NAC

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Atala Financial
Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Cooper Financial Group's NAC Position: Q3 2026 in Review

Cooper Financial Group reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 23% in Q3 2026, selling an estimated $118K and leaving 33,546 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #321.

Cooper Financial Group first reported a position in NAC in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.08M in Q4 2021. 32 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Cooper Financial Group held 33,546 shares of Nuveen California Quality Municipal Income Fund worth $344K as of Q3 2026.
  • Cooper Financial Group sold 10,256 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $118K.
  • Nuveen California Quality Municipal Income Fund made up 0.03% of Cooper Financial Group's portfolio in Q3 2026, its #321 holding.
  • Cooper Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $1.08M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.