DKM Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

DKM Wealth Management’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	$2.48M	Buy	242,401 +100,000	+70%	+$1.15M	1.57%	17
2026 Q2	$1.73M	Hold	142,401	–	–	1.13%	18
2026 Q1	$1.66M	Hold	142,401	–	–	1.2%	18
2025 Q4	$1.68M	Hold	142,401	–	–	1.25%	16
2025 Q3	$1.64M	Hold	142,401	–	–	1.31%	16
2025 Q2	$1.59M	Hold	142,401	–	–	1.37%	15
2025 Q1	$1.6M	Hold	142,401	–	–	1.55%	13
2024 Q4	$1.61M	Buy	+142,401	New	+$1.65M	1.52%	14

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

DKM Wealth Management's NAC Position: Q3 2026 in Review

DKM Wealth Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 70% in Q3 2026, buying an estimated $1.15M and bringing the position to 242,401 shares worth $2.48M. The position accounts for 1.57% of the portfolio, ranked #17.

DKM Wealth Management first reported a position in NAC in Q4 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

DKM Wealth Management held 242,401 shares of Nuveen California Quality Municipal Income Fund worth $2.48M as of Q3 2026.
DKM Wealth Management bought 100,000 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $1.15M.
Nuveen California Quality Municipal Income Fund made up 1.57% of DKM Wealth Management's portfolio in Q3 2026, its #17 holding.
DKM Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.