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

Mather 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
2026 Q3	$13.6K	Sell	1,330 -221	-14%	-$2.55K	﹤0.01%	1558
2026 Q2	$18.8K	Buy	1,551 +114	+8%	+$1.36K	﹤0.01%	1343
2026 Q1	$16.7K	Buy	+1,437	New	+$17.1K	﹤0.01%	1325
2025 Q4	–	Sell	-1,016	Closed	-$11.7K	–	1284
2025 Q3	$11.7K	Buy	+1,016	New	+$11.4K	﹤0.01%	1240
2025 Q2	–	Sell	-1,016	Closed	-$11.4K	–	1317
2025 Q1	$11.4K	Buy	+1,016	New	+$11.5K	﹤0.01%	1222

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Mather Group's NAC Position: Q3 2026 in Review

Mather Group reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 14% in Q3 2026, selling an estimated $2.55K and leaving 1,330 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Mather Group first reported a position in NAC in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.8K in Q2 2026. 15 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

Mather Group held 1,330 shares of Nuveen California Quality Municipal Income Fund worth $13.6K as of Q3 2026.
Mather Group sold 221 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $2.55K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1558 holding.
Mather Group first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2025 and has held it in 5 quarters since.
Mather Group's Nuveen California Quality Municipal Income Fund position peaked at $18.8K in Q2 2026.
15 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.