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Independent Financial Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Independent Financial Group’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
Q2 		$164K Buy
+13,506
New +$161K ﹤0.01% 1496
2025
Q4 		– Sell
-13,124
Closed -$151K – 1457
2025
Q3 		$151K Buy
13,124
+81
+0.6% +$909 ﹤0.01% 1313
2025
Q2 		$146K Buy
+13,043
New +$142K ﹤0.01% 1252
2022
Q1 		– Sell
-36,777
Closed -$575K – 829
2021
Q4 		$575K Buy
+36,777
New +$568K 0.05% 385

Other funds holding NAC

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Independent Financial Group's NAC Position: Q2 2026 in Review

Independent Financial Group opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 13,506 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in NAC as recently as Q3 2025.

Independent Financial Group first reported a position in NAC in Q4 2021 and has held it in 4 quarters since. The position peaked at $575K in Q4 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Independent Financial Group held 13,506 shares of Nuveen California Quality Municipal Income Fund worth $164K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new Independent Financial Group position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1496 holding.
  • Independent Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and has held it in 4 quarters since.
  • Independent Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $575K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.