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Larson Financial Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Larson Financial Group’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
2025
Q1 		– Sell
-10,000
Closed -$113K – 3165
2024
Q4 		$113K Hold
10,000
– – 0.01% 706
2024
Q3 		$119K Buy
+10,000
New +$117K 0.01% 693

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Larson Financial Group's NAC Position: Q1 2025 in Review

Larson Financial Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2025, closing a stake of 10,000 shares — an estimated $113K sold.

Larson Financial Group first reported a position in NAC in Q3 2024 and held it in 2 quarters. The position peaked at $119K in Q3 2024. 118 funds tracked by Wall St. Rank hold NAC as of Q1 2025.

  • Larson Financial Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 10,000 Nuveen California Quality Municipal Income Fund shares in Q1 2025, an estimated $113K.
  • Larson Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $119K in Q3 2024.
  • 118 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.