Highline Wealth Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Highline Wealth 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	$3.03K	Sell	250 -500	-67%	-$5.95K	﹤0.01%	1027
2026 Q1	$8.74K	Sell	750 -250	-25%	-$2.97K	﹤0.01%	506
2025 Q4	$11.8K	Sell	1,000 -1,500	-60%	-$17.7K	﹤0.01%	362
2025 Q3	$28.8K	Buy	+2,500	New	+$28.1K	0.01%	216
2024 Q2	–	Sell	-5,227	Closed	-$57.6K	–	580
2024 Q1	$57.6K	Buy	+5,227	New	+$57.5K	0.02%	128

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Highline Wealth Partners's NAC Position: Q2 2026 in Review

Highline Wealth Partners reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 67% in Q2 2026, selling an estimated $5.95K and leaving 250 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Highline Wealth Partners first reported a position in NAC in Q1 2024 and has held it in 5 quarters since. The position peaked at $57.6K in Q1 2024. 21 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Highline Wealth Partners held 250 shares of Nuveen California Quality Municipal Income Fund worth $3.03K as of Q2 2026.
Highline Wealth Partners sold 500 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $5.95K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1027 holding.
Highline Wealth Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and has held it in 5 quarters since.
Highline Wealth Partners's Nuveen California Quality Municipal Income Fund position peaked at $57.6K in Q1 2024.
21 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.