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

Ducere 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 		– Sell
-22,977
Closed -$268K – 146
2026
Q1 		$268K Hold
22,977
– – 0.11% 107
2025
Q4 		$271K Buy
+22,977
New +$272K 0.1% 109

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AAM
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Ducere Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 22,977 shares — an estimated $268K sold.

Ducere Wealth Management first reported a position in NAC in Q4 2025 and held it in 2 quarters. The position peaked at $271K in Q4 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Ducere Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 22,977 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $268K.
  • Ducere Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Ducere Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $271K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Ducere Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.