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Regatta Research & Money Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Regatta Research & Money Management’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 		$49.2K Buy
+4,063
New +$48.3K 0.05% 262

Other funds holding NAC

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 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

Regatta Research & Money Management's NAC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 4,063 shares worth $49.2K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings.

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

  • Regatta Research & Money Management held 4,063 shares of Nuveen California Quality Municipal Income Fund worth $49.2K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new Regatta Research & Money Management position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.05% of Regatta Research & Money Management's portfolio in Q2 2026, its #262 holding.
  • 107 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.