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DKM Wealth Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

DKM Wealth Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Hold
18,000
– – 0.12% 59
2025
Q4 		$161K Hold
18,000
– – 0.12% 59
2025
Q3 		$160K Hold
18,000
– – 0.13% 54
2025
Q2 		$156K Hold
18,000
– – 0.13% 49
2025
Q1 		$156K Hold
18,000
– – 0.15% 47
2024
Q4 		$152K Buy
+18,000
New +$159K 0.14% 49

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

DKM Wealth Management's NCA Position: Q1 2026 in Review

DKM Wealth Management held its Nuveen California Municipal Value Fund (NCA) position steady in Q1 2026 at 18,000 shares worth $169K. The position accounts for 0.12% of the portfolio, ranked #59.

DKM Wealth Management first reported a position in NCA in Q4 2024 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold NCA as of Q1 2026.

  • DKM Wealth Management held 18,000 shares of Nuveen California Municipal Value Fund worth $169K as of Q1 2026.
  • DKM Wealth Management left its Nuveen California Municipal Value Fund share count unchanged in Q1 2026.
  • Nuveen California Municipal Value Fund made up 0.12% of DKM Wealth Management's portfolio in Q1 2026, its #59 holding.
  • DKM Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q4 2024 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.