Global Retirement Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Global Retirement Partners’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	$44.7K	Buy	+3,685	New	+$43.8K	﹤0.01%	2590
2025 Q4	$43.5K	Hold	3,685	–	–	﹤0.01%	2436
2025 Q3	$42.4K	Hold	3,685	–	–	﹤0.01%	1991
2025 Q2	$41.2K	Buy	+3,685	New	+$40.2K	﹤0.01%	1882
2024 Q4	$41.6K	Hold	3,685	–	–	﹤0.01%	1705
2024 Q3	$43.8K	Hold	3,685	–	–	﹤0.01%	1617
2024 Q2	$42.5K	Hold	3,685	–	–	﹤0.01%	1623
2024 Q1	$40.6K	Hold	3,685	–	–	﹤0.01%	1495
2023 Q4	$40.3K	Buy	+3,685	New	+$37.5K	﹤0.01%	1456

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Global Retirement Partners's NAC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 3,685 shares worth $44.7K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NAC as recently as Q4 2025.

Global Retirement Partners first reported a position in NAC in Q4 2023 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Global Retirement Partners held 3,685 shares of Nuveen California Quality Municipal Income Fund worth $44.7K as of Q2 2026.
Nuveen California Quality Municipal Income Fund was a new Global Retirement Partners position in Q2 2026.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2590 holding.
Global Retirement Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and has held it in 9 quarters since.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.