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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ignite Planners's NAC Position: Q1 2026 in Review

Ignite Planners increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.48% in Q1 2026, buying an estimated $20.2K and bringing the position to 359,057 shares worth $4.18M. The position accounts for 0.65% of the portfolio, ranked #37.

Ignite Planners first reported a position in NAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.27M in Q4 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Ignite Planners held 359,057 shares of Nuveen California Quality Municipal Income Fund worth $4.18M as of Q1 2026.
Ignite Planners bought 1,698 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $20.2K.
Nuveen California Quality Municipal Income Fund made up 0.65% of Ignite Planners's portfolio in Q1 2026, its #37 holding.
Ignite Planners first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2022 and has held it in 17 quarters since.
Ignite Planners's Nuveen California Quality Municipal Income Fund position peaked at $4.27M in Q4 2025.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.