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 Q3	$2.56K	Hold	250	–	–	﹤0.01%	1175
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

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

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Tortuga Wealth Management Torrance, California $141M AUM 21.7% 1-Year Est. Return

Highline Wealth Partners's NAC Position: Q3 2026 in Review

Highline Wealth Partners held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q3 2026 at 250 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

Highline Wealth Partners first reported a position in NAC in Q1 2024 and has held it in 6 quarters since. The position peaked at $57.6K in Q1 2024. 36 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

Highline Wealth Partners held 250 shares of Nuveen California Quality Municipal Income Fund worth $2.56K as of Q3 2026.
Highline Wealth Partners left its Nuveen California Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1175 holding.
Highline Wealth Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and has held it in 6 quarters since.
Highline Wealth Partners's Nuveen California Quality Municipal Income Fund position peaked at $57.6K in Q1 2024.
36 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.