IA
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IFP Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

IFP Advisors’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 		$11.4K Buy
943
+17
+2% +$202 ﹤0.01% 3316
2026
Q1 		$10.8K Buy
926
+11
+1% +$131 ﹤0.01% 3107
2025
Q4 		$10.8K Buy
915
+23
+3% +$272 ﹤0.01% 3028
2025
Q3 		$10.3K Buy
892
+17
+2% +$191 ﹤0.01% 2893
2025
Q2 		$9.77K Buy
875
+17
+2% +$185 ﹤0.01% 2934
2025
Q1 		$9.64K Buy
858
+11
+1% +$125 ﹤0.01% 2591
2024
Q4 		$9.56K Buy
+847
New +$9.79K ﹤0.01% 2538
2019
Q1 		$291K Sell
21,134
-41,370
-66% -$551K 0.04% 387
2018
Q4 		$783K Buy
62,504
+6,687
+12% +$83.8K 0.05% 412
2018
Q3 		$722K Sell
55,817
-1,851
-3% -$24.7K 0.03% 541
2018
Q2 		$770K Sell
57,668
-10,005
-15% -$134K 0.03% 500
2018
Q1 		$968K Hold
67,673
– – 0.04% 404
2017
Q4 		$968K Sell
67,673
-61,872
-48% -$904K 0.04% 404
2017
Q3 		$1.93M Buy
129,545
+249
+0.2% +$3.8K 0.08% 272
2017
Q2 		$1.95M Buy
129,296
+763
+0.6% +$11.3K 0.08% 271
2017
Q1 		$1.85M Buy
128,533
+2,781
+2% +$40K 0.08% 268
2016
Q4 		$1.78M Buy
125,752
+47,767
+61% +$700K 0.09% 254
2016
Q3 		$1.28M Sell
77,985
-7,401
-9% -$124K 0.07% 308
2016
Q2 		$1.45M Buy
85,386
+64,252
+304% +$1.05M 0.08% 271
2016
Q1 		$291K Sell
21,134
-45,144
-68% -$713K 0.04% 387
2015
Q4 		$1.03M Buy
+66,278
New +$1M 0.07% 303

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

IFP Advisors's NAC Position: Q2 2026 in Review

IFP Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 1.8% in Q2 2026, buying an estimated $202 and bringing the position to 943 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

IFP Advisors first reported a position in NAC in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.95M in Q2 2017. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • IFP Advisors held 943 shares of Nuveen California Quality Municipal Income Fund worth $11.4K as of Q2 2026.
  • IFP Advisors bought 17 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $202.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3316 holding.
  • IFP Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2015 and has held it in 21 quarters since.
  • IFP Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.95M in Q2 2017.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.