IWC
NAC icon

Integrated Wealth Concepts’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Integrated Wealth Concepts’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 		$1.24M Buy
102,286
+63,660
+165% +$757K 0.01% 1209
2026
Q1 		$450K Buy
+38,626
New +$458K ﹤0.01% 1603
2025
Q4 		– Sell
-41,885
Closed -$482K – 1900
2025
Q3 		$482K Buy
41,885
+6,259
+18% +$70.2K ﹤0.01% 1365
2025
Q2 		$398K Hold
35,626
– – ﹤0.01% 1403
2025
Q1 		$400K Sell
35,626
-3,400
-9% -$38.6K ﹤0.01% 1253
2024
Q4 		$441K Sell
39,026
-611
-2% -$7.06K 0.01% 1183
2024
Q3 		$471K Buy
39,637
+89
+0.2% +$1.04K 0.01% 1111
2024
Q2 		$456K Buy
39,548
+62
+0.2% +$685 0.01% 1089
2024
Q1 		$435K Sell
39,486
-555
-1% -$6.11K 0.01% 1111
2023
Q4 		$444K Sell
40,041
-904
-2% -$9.21K 0.01% 1048
2023
Q3 		$395K Sell
40,945
-7,298
-15% -$76.5K 0.01% 1090
2023
Q2 		$527K Buy
48,243
+16,516
+52% +$178K 0.01% 968
2023
Q1 		$349K Buy
+31,727
New +$353K 0.01% 989

Other funds holding NAC

Morgan Stanley
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

Integrated Wealth Concepts's NAC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 165% in Q2 2026, buying an estimated $757K and bringing the position to 102,286 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1209.

Integrated Wealth Concepts first reported a position in NAC in Q1 2023 and has held it in 13 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Integrated Wealth Concepts held 102,286 shares of Nuveen California Quality Municipal Income Fund worth $1.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 63,660 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $757K.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1209 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2023 and has held it in 13 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.