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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
Q3 		$287K Hold
27,962
– – ﹤0.01% 2022
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 $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors's NAC Position: Q3 2026 in Review

Farther Finance Advisors held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q3 2026 at 27,962 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Farther Finance Advisors first reported a position in NAC in Q2 2023 and has held it in 14 quarters since. The position peaked at $338K in Q2 2026. 15 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Farther Finance Advisors held 27,962 shares of Nuveen California Quality Municipal Income Fund worth $287K as of Q3 2026.
  • Farther Finance Advisors left its Nuveen California Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2022 holding.
  • Farther Finance Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2023 and has held it in 14 quarters since.
  • Farther Finance Advisors's Nuveen California Quality Municipal Income Fund position peaked at $338K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.