IWC
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return