J.W. Cole Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

J.W. Cole Advisors’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	$261K	Buy	+21,541	New	+$256K	﹤0.01%	1360
2026 Q1	–	Sell	-21,541	Closed	-$254K	–	1218
2025 Q4	$254K	Hold	21,541	–	–	0.01%	1183
2025 Q3	$248K	Hold	21,541	–	–	﹤0.01%	1328
2025 Q2	$241K	Hold	21,541	–	–	0.01%	1261
2025 Q1	$242K	Buy	+21,541	New	+$245K	0.01%	1064
2020 Q4	–	Sell	-29,249	Closed	-$426K	–	785
2020 Q3	$426K	Buy	+29,249	New	+$429K	0.03%	457

Other funds holding NAC

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

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

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 New York $65.2B AUM 31.44% 1-Year Est. Return

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

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

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

J.W. Cole Advisors's NAC Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 21,541 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in NAC as recently as Q4 2025.

J.W. Cole Advisors first reported a position in NAC in Q3 2020 and has held it in 6 quarters since. The position peaked at $426K in Q3 2020. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

J.W. Cole Advisors held 21,541 shares of Nuveen California Quality Municipal Income Fund worth $261K as of Q2 2026.
Nuveen California Quality Municipal Income Fund was a new J.W. Cole Advisors position in Q2 2026.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1360 holding.
J.W. Cole Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2020 and has held it in 6 quarters since.
J.W. Cole Advisors's Nuveen California Quality Municipal Income Fund position peaked at $426K in Q3 2020.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.