EA
NAC icon

Eclectic Associates’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Eclectic Associates’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 		$257K Buy
25,025
+388
+2% +$4.47K 0.03% 140
2026
Q2 		$299K Buy
24,637
+89
+0.4% +$1.06K 0.03% 130
2026
Q1 		$286K Sell
24,548
-4,906
-17% -$58.2K 0.04% 128
2025
Q4 		$348K Buy
+29,454
New +$348K 0.05% 110

Other funds holding NAC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 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
CL
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
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Eclectic Associates's NAC Position: Q3 2026 in Review

Eclectic Associates increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 1.6% in Q3 2026, buying an estimated $4.47K and bringing the position to 25,025 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #140.

Eclectic Associates first reported a position in NAC in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q4 2025. 15 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Eclectic Associates held 25,025 shares of Nuveen California Quality Municipal Income Fund worth $257K as of Q3 2026.
  • Eclectic Associates bought 388 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $4.47K.
  • Nuveen California Quality Municipal Income Fund made up 0.03% of Eclectic Associates's portfolio in Q3 2026, its #140 holding.
  • Eclectic Associates first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Eclectic Associates's Nuveen California Quality Municipal Income Fund position peaked at $348K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.