HighTower Advisors
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HighTower Advisors’s Nuveen California Municipal Value Fund NCA Stock Holding History

HighTower Advisors’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Hold
24,561
– – ﹤0.01% 3437
2026
Q1 		$230K Sell
24,561
-2,950
-11% -$27.6K ﹤0.01% 3377
2025
Q4 		$246K Buy
27,511
+1,111
+4% +$9.96K ﹤0.01% 3203
2025
Q3 		$235K Buy
26,400
+2,400
+10% +$20.6K ﹤0.01% 3230
2025
Q2 		$208K Hold
24,000
– – ﹤0.01% 3242
2025
Q1 		$208K Buy
24,000
+4,000
+20% +$34.3K ﹤0.01% 3154
2024
Q4 		$169K Buy
20,000
+2,500
+14% +$22.1K ﹤0.01% 3248
2024
Q3 		$160K Buy
17,500
+5,500
+46% +$49.2K ﹤0.01% 3204
2024
Q2 		$104K Hold
12,000
– – ﹤0.01% 3196
2024
Q1 		$108K Sell
12,000
-2,204
-16% -$19.6K ﹤0.01% 3134
2023
Q4 		$128K Buy
+14,204
New +$119K ﹤0.01% 3139

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's NCA Position: Q2 2026 in Review

HighTower Advisors held its Nuveen California Municipal Value Fund (NCA) position steady in Q2 2026 at 24,561 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

HighTower Advisors first reported a position in NCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q4 2025. 59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

  • HighTower Advisors held 24,561 shares of Nuveen California Municipal Value Fund worth $229K as of Q2 2026.
  • HighTower Advisors left its Nuveen California Municipal Value Fund share count unchanged in Q2 2026.
  • Nuveen California Municipal Value Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3437 holding.
  • HighTower Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2023 and has held it in 11 quarters since.
  • HighTower Advisors's Nuveen California Municipal Value Fund position peaked at $246K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.