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

LifeSteps Financial’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 		$7.88K Buy
+650
New +$7.73K ﹤0.01% 456

Other funds holding NAC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LifeSteps Financial's NAC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 650 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

53 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • LifeSteps Financial held 650 shares of Nuveen California Quality Municipal Income Fund worth $7.88K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #456 holding.
  • 53 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.