Farther Finance Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Farther Finance 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	$338K	Buy	27,962 +6,140	+28%	+$73K	﹤0.01%	1861
2026 Q1	$255K	Sell	21,822 -5,327	-20%	-$63.2K	﹤0.01%	1846
2025 Q4	$321K	Hold	27,149	–	–	﹤0.01%	1610
2025 Q3	$312K	Buy	27,149 +5,327	+24%	+$59.8K	﹤0.01%	1363
2025 Q2	$244K	Hold	21,822	–	–	﹤0.01%	1298
2025 Q1	$246K	Hold	21,822	–	–	0.01%	1143
2024 Q4	$246K	Sell	21,822 -444	-2%	-$5.13K	0.01%	892
2024 Q3	$265K	Buy	22,266 +21,822	+4,915%	+$256K	0.01%	885
2024 Q2	$5.12K	Hold	444	–	–	﹤0.01%	2392
2024 Q1	$4.88K	Hold	444	–	–	﹤0.01%	2075
2023 Q4	$4.92K	Hold	444	–	–	﹤0.01%	1974
2023 Q3	$4.29K	Hold	444	–	–	﹤0.01%	1567
2023 Q2	$4.85K	Buy	+444	New	+$4.79K	﹤0.01%	1449

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Farther Finance Advisors's NAC Position: Q2 2026 in Review

Farther Finance Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 28% in Q2 2026, buying an estimated $73K and bringing the position to 27,962 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Farther Finance Advisors first reported a position in NAC in Q2 2023 and has held it in 13 quarters since. 19 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Farther Finance Advisors held 27,962 shares of Nuveen California Quality Municipal Income Fund worth $338K as of Q2 2026.
Farther Finance Advisors bought 6,140 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $73K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1861 holding.
Farther Finance Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2023 and has held it in 13 quarters since.
19 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.