Integrated Wealth Concepts’s Nuveen California Municipal Value Fund NCA Stock Holding History

Integrated Wealth Concepts’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.5K	Buy	+1,121	New	+$10.5K	﹤0.01%	4526

Other funds holding NCA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Nuveen California Municipal Value Fund (NCA) in Q2 2026: 1,121 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #4526 among its holdings.

59 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

Integrated Wealth Concepts held 1,121 shares of Nuveen California Municipal Value Fund worth $10.5K as of Q2 2026.
Nuveen California Municipal Value Fund was a new Integrated Wealth Concepts position in Q2 2026.
Nuveen California Municipal Value Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4526 holding.
59 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

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