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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
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

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Rockefeller Capital Management
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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Global Retirement Partners's NAC Position: Q4 2025 in Review

Global Retirement Partners held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q4 2025 at 3,685 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Global Retirement Partners first reported a position in NAC in Q4 2023 and has held it in 8 quarters since. The position peaked at $43.8K in Q3 2024. 125 funds tracked by Wall St. Rank hold NAC as of Q4 2025.

  • Global Retirement Partners held 3,685 shares of Nuveen California Quality Municipal Income Fund worth $43.5K as of Q4 2025.
  • Global Retirement Partners left its Nuveen California Quality Municipal Income Fund share count unchanged in Q4 2025.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2436 holding.
  • Global Retirement Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and has held it in 8 quarters since.
  • Global Retirement Partners's Nuveen California Quality Municipal Income Fund position peaked at $43.8K in Q3 2024.
  • 125 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.