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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
Q3 		$296K Buy
28,880
+15,374
+114% +$177K 0.01% 1265
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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 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
CL
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Independent Financial Group's NAC Position: Q3 2026 in Review

Independent Financial Group increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 114% in Q3 2026, buying an estimated $177K and bringing the position to 28,880 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #1265.

Independent Financial Group first reported a position in NAC in Q4 2021 and has held it in 5 quarters since. The position peaked at $575K in Q4 2021. 15 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Independent Financial Group held 28,880 shares of Nuveen California Quality Municipal Income Fund worth $296K as of Q3 2026.
  • Independent Financial Group bought 15,374 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $177K.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1265 holding.
  • Independent Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and has held it in 5 quarters since.
  • Independent Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $575K in Q4 2021.
  • 15 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.