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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DKM Wealth Management's NAC Position: Q2 2026 in Review

DKM Wealth Management held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 142,401 shares worth $1.73M. The position accounts for 1.13% of the portfolio, ranked #18.

DKM Wealth Management first reported a position in NAC in Q4 2024 and has held it in 7 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

DKM Wealth Management held 142,401 shares of Nuveen California Quality Municipal Income Fund worth $1.73M as of Q2 2026.
DKM Wealth Management left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 1.13% of DKM Wealth Management's portfolio in Q2 2026, its #18 holding.
DKM Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 7 quarters since.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on DKM Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.