Core Wealth Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Core Wealth 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	$360K	Sell	29,699 -2,550	-8%	-$30.3K	0.15%	122
2026 Q1	$376K	Hold	32,249	–	–	0.17%	110
2025 Q4	$381K	Hold	32,249	–	–	0.17%	110
2025 Q3	$371K	Sell	32,249 -1,250	-4%	-$14K	0.17%	108
2025 Q2	$374K	Hold	33,499	–	–	0.19%	106
2025 Q1	$377K	Sell	33,499 -4,044	-11%	-$45.9K	0.22%	105
2024 Q4	$424K	Hold	37,543	–	–	0.24%	89
2024 Q3	$446K	Hold	37,543	–	–	0.27%	85
2024 Q2	$433K	Hold	37,543	–	–	0.3%	73
2024 Q1	$414K	Hold	37,543	–	–	0.31%	67
2023 Q4	$416K	Hold	37,543	–	–	0.34%	61
2023 Q3	$362K	Hold	37,543	–	–	0.33%	63
2023 Q2	$410K	Hold	37,543	–	–	0.38%	60
2023 Q1	$413K	Buy	+37,543	New	+$417K	0.42%	57

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Core Wealth Partners's NAC Position: Q2 2026 in Review

Core Wealth Partners reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 7.9% in Q2 2026, selling an estimated $30.3K and leaving 29,699 shares worth $360K. The position accounts for 0.15% of the portfolio, ranked #122.

Core Wealth Partners first reported a position in NAC in Q1 2023 and has held it in 14 quarters since. The position peaked at $446K in Q3 2024. 37 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Core Wealth Partners held 29,699 shares of Nuveen California Quality Municipal Income Fund worth $360K as of Q2 2026.
Core Wealth Partners sold 2,550 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $30.3K.
Nuveen California Quality Municipal Income Fund made up 0.15% of Core Wealth Partners's portfolio in Q2 2026, its #122 holding.
Core Wealth Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's Nuveen California Quality Municipal Income Fund position peaked at $446K in Q3 2024.
37 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.