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

Evolve Private 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
-16,940
Closed -$197K – 1160
2026
Q1 		$197K Hold
16,940
– – 0.01% 939
2025
Q4 		$200K Buy
+16,940
New +$200K 0.01% 873

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

Evolve Private Wealth's NAC Position: Q2 2026 in Review

Evolve Private Wealth sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 16,940 shares — an estimated $197K sold.

Evolve Private Wealth first reported a position in NAC in Q4 2025 and held it in 2 quarters. The position peaked at $200K in Q4 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Evolve Private Wealth reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 16,940 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $197K.
  • Evolve Private Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Nuveen California Quality Municipal Income Fund position peaked at $200K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

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