Kestra Private Wealth Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Kestra Private Wealth Services’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	–	Sell	-52,725	Closed	-$623K	–	1834
2025 Q4	$623K	Buy	52,725 +939	+2%	+$11.1K	0.01%	1043
2025 Q3	$596K	Buy	51,786 +730	+1%	+$8.19K	0.01%	1021
2025 Q2	$570K	Buy	51,056 +721	+1%	+$7.86K	0.01%	968
2025 Q1	$566K	Buy	50,335 +20,758	+70%	+$236K	0.01%	901
2024 Q4	$334K	Buy	+29,577	New	+$342K	0.01%	1098

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Kestra Private Wealth Services's NAC Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 52,725 shares — an estimated $623K sold.

Kestra Private Wealth Services first reported a position in NAC in Q4 2024 and held it in 5 quarters. The position peaked at $623K in Q4 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Kestra Private Wealth Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 52,725 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $623K.
Kestra Private Wealth Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and held it in 5 quarters.
Kestra Private Wealth Services's Nuveen California Quality Municipal Income Fund position peaked at $623K in Q4 2025.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.