LM Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

LM 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 Q1	$331K	Buy	+3,852	New	+$45.7K	5.23%	2
2025 Q4	–	Sell	-320,013	Closed	-$3.68M	–	218
2025 Q3	$3.68M	Hold	320,013	–	–	0.53%	40
2025 Q2	$3.58M	Sell	320,013 -17,900	-5%	-$195K	0.46%	35
2025 Q1	$3.8M	Sell	337,913 -700	-0.2%	-$7.95K	0.68%	29
2024 Q4	$3.82M	Buy	338,613 +4,015	+1%	+$46.4K	0.68%	30
2024 Q3	$3.98M	Sell	334,598 -13,326	-4%	-$156K	0.81%	27
2024 Q2	$4.01M	Buy	347,924 +9,705	+3%	+$107K	0.01%	49
2024 Q1	$3.73M	Buy	338,219 +10,366	+3%	+$114K	0.59%	35
2023 Q4	$3.64M	Buy	+327,853	New	+$3.34M	0.73%	27

Other funds holding NAC

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

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

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

AAM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LM Advisors's NAC Position: Q1 2026 in Review

LM Advisors opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026: 3,852 shares worth $331K. The stake represents 5.23% of the portfolio and ranks #2 among its holdings. This is a return to the name: LM Advisors previously reported a position in NAC as recently as Q3 2025.

LM Advisors first reported a position in NAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2024. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

LM Advisors held 3,852 shares of Nuveen California Quality Municipal Income Fund worth $331K as of Q1 2026.
Nuveen California Quality Municipal Income Fund was a new LM Advisors position in Q1 2026.
Nuveen California Quality Municipal Income Fund made up 5.23% of LM Advisors's portfolio in Q1 2026, its #2 holding.
LM Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and has held it in 9 quarters since.
LM Advisors's Nuveen California Quality Municipal Income Fund position peaked at $4.01M in Q2 2024.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.