Ignite Planners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Ignite Planners’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	$5.06M	Buy	493,787 +16,987	+4%	+$196K	0.66%	32
2026 Q2	$5.78M	Buy	476,800 +117,743	+33%	+$1.4M	0.79%	28
2026 Q1	$4.18M	Buy	359,057 +1,698	+0.5%	+$20.2K	0.65%	37
2025 Q4	$4.27M	Buy	357,359 +27,247	+8%	+$322K	0.65%	36
2025 Q3	$3.8M	Buy	330,112 +6,712	+2%	+$75.3K	0.62%	38
2025 Q2	$3.55M	Buy	323,400 +12,970	+4%	+$141K	0.62%	40
2025 Q1	$3.4M	Buy	310,430 +22,073	+8%	+$251K	0.67%	36
2024 Q4	$3.3M	Buy	288,357 +24,323	+9%	+$281K	0.72%	32
2024 Q3	$3.14M	Buy	264,034 +50,036	+23%	+$586K	0.72%	33
2024 Q2	$2.49M	Buy	213,998 +1,340	+0.6%	+$14.8K	0.61%	39
2024 Q1	$2.34M	Buy	212,658 +36,728	+21%	+$404K	0.66%	35
2023 Q4	$1.95M	Buy	175,930 +809	+0.5%	+$8.24K	0.58%	39
2023 Q3	$1.67M	Buy	175,121 +44,009	+34%	+$461K	0.51%	45
2023 Q2	$1.41M	Buy	131,112 +741	+0.6%	+$7.99K	0.54%	44
2023 Q1	$1.43M	Buy	130,371 +131	+0.1%	+$1.46K	0.59%	39
2022 Q4	$1.49M	Buy	130,240 +31,156	+31%	+$338K	0.62%	34
2022 Q3	$1.12M	Hold	99,084	–	–	0.89%	24
2022 Q2	$1.22M	Hold	99,084	–	–	1%	19
2022 Q1	$1.21M	Buy	+99,084	New	+$1.39M	0.81%	29

Other funds holding NAC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

DWM

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

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

BWM

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Ignite Planners's NAC Position: Q3 2026 in Review

Ignite Planners increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 3.6% in Q3 2026, buying an estimated $196K and bringing the position to 493,787 shares worth $5.06M. The position accounts for 0.66% of the portfolio, ranked #32.

Ignite Planners first reported a position in NAC in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.78M in Q2 2026. 22 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

Ignite Planners held 493,787 shares of Nuveen California Quality Municipal Income Fund worth $5.06M as of Q3 2026.
Ignite Planners bought 16,987 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $196K.
Nuveen California Quality Municipal Income Fund made up 0.66% of Ignite Planners's portfolio in Q3 2026, its #32 holding.
Ignite Planners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2022 and has held it in 19 quarters since.
Ignite Planners's Nuveen California Quality Municipal Income Fund position peaked at $5.78M in Q2 2026.
22 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.