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Fiscal Wisdom Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Fiscal Wisdom Wealth Management’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 		$144K Hold
11,901
– – 0.12% 98
2026
Q1 		$139K Hold
11,901
– – 0.13% 86
2025
Q4 		$141K Hold
11,901
– – 0.13% 84
2025
Q3 		$140K Buy
+11,901
New +$134K 0.13% 78

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

Fiscal Wisdom Wealth Management's NAC Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 11,901 shares worth $144K. The position accounts for 0.12% of the portfolio, ranked #98.

Fiscal Wisdom Wealth Management first reported a position in NAC in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Fiscal Wisdom Wealth Management held 11,901 shares of Nuveen California Quality Municipal Income Fund worth $144K as of Q2 2026.
  • Fiscal Wisdom Wealth Management left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.12% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #98 holding.
  • Fiscal Wisdom Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.