EWG Elevate’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

EWG Elevate’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
2025 Q3	–	Sell	-12,100	Closed	-$135K	–	151
2025 Q2	$135K	Buy	+12,100	New	+$132K	0.04%	141
2024 Q3	–	Sell	-10,343	Closed	-$119K	–	128
2024 Q2	$119K	Buy	10,343 +18	+0.2%	+$199	0.04%	132
2024 Q1	$114K	Buy	10,325 +38	+0.4%	+$418	0.04%	122
2023 Q4	$114K	Buy	10,287 +37	+0.4%	+$377	0.05%	105
2023 Q3	$98.9K	Buy	10,250 +32	+0.3%	+$336	0.04%	92
2023 Q2	$112K	Buy	+10,218	New	+$110K	0.05%	96
2023 Q1	–	Sell	-6,755	Closed	-$74.8K	–	507
2022 Q4	$74.8K	Buy	+6,755	New	+$73.2K	0.04%	136

Other funds holding NAC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWG Elevate's NAC Position: Q3 2025 in Review

EWG Elevate sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q3 2025, closing a stake of 12,100 shares — an estimated $135K sold.

EWG Elevate first reported a position in NAC in Q4 2022 and held it in 7 quarters. The position peaked at $135K in Q2 2025. 115 funds tracked by Wall St. Rank hold NAC as of Q3 2025.

EWG Elevate reported no remaining Nuveen California Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
EWG Elevate sold 12,100 Nuveen California Quality Municipal Income Fund shares in Q3 2025, an estimated $135K.
EWG Elevate first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2022 and held it in 7 quarters.
EWG Elevate's Nuveen California Quality Municipal Income Fund position peaked at $135K in Q2 2025.
115 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.