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

IFP 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
Q1 		$20.8K Buy
+2,213
New +$20.7K ﹤0.01% 2761
2024
Q4 		– Sell
-2,370
Closed -$21.6K – 4641
2024
Q3 		$21.6K Buy
2,370
+8
+0.3% +$72 ﹤0.01% 2115
2024
Q2 		$20.5K Buy
2,362
+23
+1% +$200 ﹤0.01% 2071
2024
Q1 		$21K Buy
2,339
+23
+1% +$204 ﹤0.01% 1943
2023
Q4 		$20.8K Buy
2,316
+16
+0.7% +$134 ﹤0.01% 1897
2023
Q3 		$18.9K Hold
2,300
– – ﹤0.01% 1975
2023
Q2 		$19.7K Hold
2,300
– – ﹤0.01% 2005
2023
Q1 		$21.9K Buy
+2,300
New +$20.2K ﹤0.01% 1979
2019
Q1 		$158K Sell
16,503
-29,850
-64% -$282K 0.02% 533
2018
Q4 		$423K Sell
46,353
-3,243
-7% -$29.6K 0.03% 610
2018
Q3 		$464K Buy
49,596
+878
+2% +$8.38K 0.02% 698
2018
Q2 		$462K Buy
48,718
+1,589
+3% +$14.9K 0.02% 688
2018
Q1 		$480K Hold
47,129
– – 0.02% 640
2017
Q4 		$480K Sell
47,129
-10,861
-19% -$114K 0.02% 640
2017
Q3 		$611K Buy
57,990
+4,953
+9% +$51.6K 0.02% 610
2017
Q2 		$544K Buy
53,037
+1,717
+3% +$17.7K 0.02% 652
2017
Q1 		$517K Buy
51,320
+10,777
+27% +$110K 0.02% 666
2016
Q4 		$423K Sell
40,543
-14,235
-26% -$149K 0.02% 690
2016
Q3 		$618K Buy
54,778
+23,333
+74% +$263K 0.03% 490
2016
Q2 		$352K Buy
31,445
+14,942
+91% +$164K 0.02% 699
2016
Q1 		$158K Sell
16,503
-8,251
-33% -$89.5K 0.02% 533
2015
Q4 		$269K Buy
+24,754
New +$265K 0.02% 714

Other funds holding NCA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

IFP Advisors's NCA Position: Q1 2026 in Review

IFP Advisors opened a new position in Nuveen California Municipal Value Fund (NCA) in Q1 2026: 2,213 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #2761 among its holdings. This is a return to the name: IFP Advisors previously reported a position in NCA as recently as Q3 2024.

IFP Advisors first reported a position in NCA in Q4 2015 and has held it in 22 quarters since. The position peaked at $618K in Q3 2016. 58 funds tracked by Wall St. Rank hold NCA as of Q1 2026.

  • IFP Advisors held 2,213 shares of Nuveen California Municipal Value Fund worth $20.8K as of Q1 2026.
  • Nuveen California Municipal Value Fund was a new IFP Advisors position in Q1 2026.
  • Nuveen California Municipal Value Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2761 holding.
  • IFP Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2015 and has held it in 22 quarters since.
  • IFP Advisors's Nuveen California Municipal Value Fund position peaked at $618K in Q3 2016.
  • 58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.