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

Ducere 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
Q2 		– Sell
-60,822
Closed -$571K – 147
2026
Q1 		$571K Hold
60,822
– – 0.23% 67
2025
Q4 		$544K Buy
+60,822
New +$545K 0.21% 73

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ducere Wealth Management sold out of Nuveen California Municipal Value Fund (NCA) in Q2 2026, closing a stake of 60,822 shares — an estimated $571K sold.

Ducere Wealth Management first reported a position in NCA in Q4 2025 and held it in 2 quarters. The position peaked at $571K in Q1 2026. 59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • Ducere Wealth Management reported no remaining Nuveen California Municipal Value Fund position as of Q2 2026 after selling out during the quarter.
  • Ducere Wealth Management sold 60,822 Nuveen California Municipal Value Fund shares in Q2 2026, an estimated $571K.
  • Ducere Wealth Management first reported a position in Nuveen California Municipal Value Fund in Q4 2025 and held it in 2 quarters.
  • Ducere Wealth Management's Nuveen California Municipal Value Fund position peaked at $571K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

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