IFP Advisors
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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
Q3 		$19.2K Buy
2,256
+22
+1% +$198 ﹤0.01% 2985
2026
Q2 		$20.8K Buy
2,234
+21
+0.9% +$196 ﹤0.01% 2954
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 		$21.8K 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% 535
2015
Q4 		$269K Buy
+24,754
New +$265K 0.02% 714

Other funds holding NCA

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Sterling Group Wealth Management
Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

IFP Advisors's NCA Position: Q3 2026 in Review

IFP Advisors increased its Nuveen California Municipal Value Fund (NCA) stake by 0.98% in Q3 2026, buying an estimated $198 and bringing the position to 2,256 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

IFP Advisors first reported a position in NCA in Q4 2015 and has held it in 24 quarters since. The position peaked at $618K in Q3 2016. 26 funds tracked by Wall St. Rank hold NCA as of Q3 2026.

  • IFP Advisors held 2,256 shares of Nuveen California Municipal Value Fund worth $19.2K as of Q3 2026.
  • IFP Advisors bought 22 Nuveen California Municipal Value Fund shares in Q3 2026, an estimated $198.
  • Nuveen California Municipal Value Fund made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2985 holding.
  • IFP Advisors first reported a position in Nuveen California Municipal Value Fund in Q4 2015 and has held it in 24 quarters since.
  • IFP Advisors's Nuveen California Municipal Value Fund position peaked at $618K in Q3 2016.
  • 26 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2026.

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