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EP Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

EP Wealth Advisors’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
-10,167
Closed -$118K – 1826
2026
Q1 		$118K Hold
10,167
– – ﹤0.01% 1452
2025
Q4 		$120K Buy
+10,167
New +$120K ﹤0.01% 1440
2025
Q2 		$306K Buy
27,382
+15,714
+135% +$171K ﹤0.01% 1006
2025
Q1 		$131K Sell
11,668
-4,611
-28% -$52.4K ﹤0.01% 1211
2024
Q4 		$184K Sell
16,279
-1,273
-7% -$14.7K ﹤0.01% 1103
2024
Q3 		$209K Buy
17,552
+2,344
+15% +$27.5K ﹤0.01% 1029
2024
Q2 		$175K Buy
15,208
+1,281
+9% +$14.2K ﹤0.01% 777
2024
Q1 		$153K Sell
13,927
-2,083
-13% -$22.9K ﹤0.01% 763
2023
Q4 		$178K Buy
16,010
+2,024
+14% +$20.6K ﹤0.01% 732
2023
Q3 		$135K Buy
13,986
+3,635
+35% +$38.1K ﹤0.01% 707
2023
Q2 		$191K Sell
10,351
-1,090
-10% -$11.8K ﹤0.01% 660
2023
Q1 		$127K Buy
+11,441
New +$127K ﹤0.01% 592
2019
Q2 		– Sell
-10,530
Closed -$145K – 334
2019
Q1 		$145K Sell
10,530
-1,141
-10% -$15.2K 0.01% 240
2018
Q4 		$149K Sell
11,671
-21,512
-65% -$270K 0.01% 254
2018
Q3 		$429K Sell
33,183
-3,244
-9% -$43.3K 0.03% 185
2018
Q2 		$487K Sell
36,427
-3,232
-8% -$43.2K 0.05% 120
2018
Q1 		$531K Sell
39,659
-25,572
-39% -$351K 0.05% 118
2017
Q4 		$933K Buy
65,231
+25,538
+64% +$373K 0.1% 81
2017
Q3 		$592K Sell
39,693
-788
-2% -$12K 0.07% 97
2017
Q2 		$609K Sell
40,481
-4,541
-10% -$67.2K 0.07% 94
2017
Q1 		$649K Hold
45,022
– – 0.09% 75
2016
Q4 		$637K Buy
+45,022
New +$660K 0.09% 73
2015
Q2 		– Sell
-10,693
Closed -$163K – 128
2015
Q1 		$163K Hold
10,693
– – 0.03% 121
2014
Q4 		$161K Hold
10,693
– – 0.03% 130
2014
Q3 		$152K Buy
+10,693
New +$150K 0.02% 112

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
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

EP Wealth Advisors's NAC Position: Q2 2026 in Review

EP Wealth Advisors sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 10,167 shares — an estimated $118K sold.

EP Wealth Advisors first reported a position in NAC in Q3 2014 and held it in 25 quarters. The position peaked at $933K in Q4 2017. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • EP Wealth Advisors reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,167 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $118K.
  • EP Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2014 and held it in 25 quarters.
  • EP Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $933K in Q4 2017.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.