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Great Valley Advisor Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Great Valley Advisor Group’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 		$136K Buy
+11,194
New +$133K ﹤0.01% 1010

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

Great Valley Advisor Group's NAC Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 11,194 shares worth $136K. The stake represents ﹤0.01% of the portfolio and ranks #1010 among its holdings.

138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Great Valley Advisor Group held 11,194 shares of Nuveen California Quality Municipal Income Fund worth $136K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new Great Valley Advisor Group position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #1010 holding.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.