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

Evoke Wealth’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
-256,039
Closed -$3M – 419
2026
Q1 		$3M Buy
256,039
+2,360
+0.9% +$28K 0.05% 134
2025
Q4 		$3M Buy
253,679
+3,839
+2% +$45.4K 0.06% 132
2025
Q3 		$2.89M Buy
249,840
+16
+0% +$180 0.06% 129
2025
Q2 		$2.81M Buy
249,824
+9,450
+4% +$103K 0.06% 117
2025
Q1 		$2.72M Hold
240,374
– – 0.07% 109
2024
Q4 		$2.71M Buy
240,374
+42,000
+21% +$486K 0.08% 109
2024
Q3 		$2.37M Buy
198,374
+152,374
+331% +$1.79M 0.06% 110
2024
Q2 		$534K Sell
46,000
-86,974
-65% -$961K 0.63% 33
2024
Q1 		$1.47M Buy
+132,974
New +$1.46M 0.04% 142
2023
Q4 		– Sell
-145,515
Closed -$1.41M – 260
2023
Q3 		$1.41M Buy
145,515
+1,500
+1% +$15.7K 0.05% 146
2023
Q2 		$1.58M Buy
144,015
+2,300
+2% +$24.8K 0.05% 128
2023
Q1 		$1.57M Buy
141,715
+4,013
+3% +$44.6K 0.06% 128
2022
Q4 		$1.52M Buy
137,702
+8,720
+7% +$94.6K 0.06% 132
2022
Q3 		$1.42M Buy
128,982
+22
+0% +$267 0.06% 121
2022
Q2 		$1.6M Buy
128,960
+83,780
+185% +$1.02M 0.06% 121
2022
Q1 		$595K Sell
45,180
-2,589
-5% -$36.3K 0.02% 217
2021
Q4 		$747K Buy
47,769
+2,569
+6% +$39.7K 0.02% 204
2021
Q3 		$711K Buy
45,200
+2,013
+5% +$32K 0.03% 198
2021
Q2 		$687K Hold
43,187
– – 0.03% 210
2021
Q1 		$644K Sell
43,187
-35,680
-45% -$531K 0.03% 190
2020
Q4 		$1.2M Buy
78,867
+5,168
+7% +$76.6K 0.08% 81
2020
Q3 		$1.08M Buy
73,699
+30,500
+71% +$447K 0.09% 77
2020
Q2 		$619K Buy
43,199
+56
+0.1% +$780 0.06% 98
2020
Q1 		$592K Sell
43,143
-692
-2% -$10.2K 0.08% 86
2019
Q4 		$653K Buy
43,835
+7,841
+22% +$116K 0.08% 109
2019
Q3 		$541K Buy
+35,994
New +$536K 0.07% 139

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

Evoke Wealth's NAC Position: Q2 2026 in Review

Evoke Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 256,039 shares — an estimated $3M sold.

Evoke Wealth first reported a position in NAC in Q3 2019 and held it in 26 quarters. The position peaked at $3M in Q1 2026. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Evoke Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 256,039 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $3M.
  • Evoke Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's Nuveen California Quality Municipal Income Fund position peaked at $3M in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.