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 Q2	$4.06M	Buy	334,729 +330,877	+8,590%	+$3.93M	0.47%	39
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	0.71%	29
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 $1.89T 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

LM Advisors's NAC Position: Q2 2026 in Review

LM Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 8,590% in Q2 2026, buying an estimated $3.93M and bringing the position to 334,729 shares worth $4.06M. The position accounts for 0.47% of the portfolio, ranked #39.

LM Advisors first reported a position in NAC in Q4 2023 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

LM Advisors held 334,729 shares of Nuveen California Quality Municipal Income Fund worth $4.06M as of Q2 2026.
LM Advisors bought 330,877 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $3.93M.
Nuveen California Quality Municipal Income Fund made up 0.47% of LM Advisors's portfolio in Q2 2026, its #39 holding.
LM Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and has held it in 10 quarters since.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.