Investor's Fiduciary Advisor Network’s Nuveen California Municipal Value Fund NCA Stock Holding History

Investor's Fiduciary Advisor Network’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 Q1	$123K	Hold	13,176	–	–	0.04%	268
2025 Q4	$117K	Hold	13,176	–	–	0.03%	272
2025 Q3	$117K	Hold	13,176	–	–	0.04%	236
2025 Q2	$114K	Buy	+13,176	New	+$112K	0.04%	219
2025 Q1	–	Sell	-10,176	Closed	-$85K	–	188
2024 Q4	$85K	Buy	+10,176	New	+$89.9K	0.03%	198

Other funds holding NCA

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APWA

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

Investor's Fiduciary Advisor Network's NCA Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network held its Nuveen California Municipal Value Fund (NCA) position steady in Q1 2026 at 13,176 shares worth $123K. The position accounts for 0.04% of the portfolio, ranked #268.

Investor's Fiduciary Advisor Network first reported a position in NCA in Q4 2024 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold NCA as of Q1 2026.

Investor's Fiduciary Advisor Network held 13,176 shares of Nuveen California Municipal Value Fund worth $123K as of Q1 2026.
Investor's Fiduciary Advisor Network left its Nuveen California Municipal Value Fund share count unchanged in Q1 2026.
Nuveen California Municipal Value Fund made up 0.04% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #268 holding.
Investor's Fiduciary Advisor Network first reported a position in Nuveen California Municipal Value Fund in Q4 2024 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.