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

Fermata 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 		$139K Hold
11,500
– – 0.03% 269
2026
Q1 		$134K Hold
11,500
– – 0.03% 229
2025
Q4 		$136K Hold
11,500
– – 0.03% 214
2025
Q3 		$132K Buy
11,500
+600
+6% +$6.73K 0.03% 208
2025
Q2 		$122K Hold
10,900
– – 0.03% 216
2025
Q1 		$123K Hold
10,900
– – 0.02% 277
2024
Q4 		$123K Hold
10,900
– – 0.02% 260
2024
Q3 		$130K Hold
10,900
– – 0.03% 239
2024
Q2 		$126K Hold
10,900
– – 0.03% 218
2024
Q1 		$120K Hold
10,900
– – 0.03% 206
2023
Q4 		$121K Hold
10,900
– – 0.03% 183
2023
Q3 		$105K Buy
+10,900
New +$114K 0.03% 158

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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CL
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
EA
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Fermata Advisors's NAC Position: Q2 2026 in Review

Fermata Advisors held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 11,500 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #269.

Fermata Advisors first reported a position in NAC in Q3 2023 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Fermata Advisors held 11,500 shares of Nuveen California Quality Municipal Income Fund worth $139K as of Q2 2026.
  • Fermata Advisors left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.03% of Fermata Advisors's portfolio in Q2 2026, its #269 holding.
  • Fermata Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.