IFP Advisors
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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
Q3 		$9.8K Buy
960
+17
+2% +$196 ﹤0.01% 3406
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 		$9.8K Buy
875
+17
+2% +$185 ﹤0.01% 2934
2025
Q1 		$9.6K Buy
858
+11
+1% +$125 ﹤0.01% 2591
2024
Q4 		$9.6K Buy
+847
New +$9.8K ﹤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 		$1.94M 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

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
DKM Wealth Management
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
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
BNC Wealth Management
BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

IFP Advisors's NAC Position: Q3 2026 in Review

IFP Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 1.8% in Q3 2026, buying an estimated $196 and bringing the position to 960 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3406.

IFP Advisors first reported a position in NAC in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.94M in Q2 2017. 25 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • IFP Advisors held 960 shares of Nuveen California Quality Municipal Income Fund worth $9.8K as of Q3 2026.
  • IFP Advisors bought 17 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $196.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3406 holding.
  • IFP Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2015 and has held it in 22 quarters since.
  • IFP Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.94M in Q2 2017.
  • 25 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.