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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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