Melfa Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Melfa Wealth 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 Q1	$580K	Hold	49,816	–	–	0.33%	74
2025 Q4	$588K	Hold	49,816	–	–	0.34%	77
2025 Q3	$573K	Hold	49,816	–	–	0.34%	77
2025 Q2	$556K	Sell	49,816 -3,750	-7%	-$40.9K	0.35%	70
2025 Q1	$602K	Hold	53,566	–	–	0.41%	62
2024 Q4	$605K	Buy	53,566 +6,500	+14%	+$75.1K	0.4%	64
2024 Q3	$560K	Hold	47,066	–	–	0.37%	68
2024 Q2	$543K	Sell	47,066 -6,481	-12%	-$71.6K	0.38%	67
2024 Q1	$590K	Buy	53,547 +37,284	+229%	+$410K	0.43%	61
2023 Q4	$180K	Buy	16,263 +4,267	+36%	+$43.5K	0.17%	115
2023 Q3	$116K	Hold	11,996	–	–	0.13%	127
2023 Q2	$131K	Hold	11,996	–	–	0.13%	126
2023 Q1	$132K	Hold	11,996	–	–	0.13%	125
2022 Q4	$133K	Buy	+11,996	New	+$130K	0.14%	122

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

Melfa Wealth Management's NAC Position: Q1 2026 in Review

Melfa Wealth Management held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q1 2026 at 49,816 shares worth $580K. The position accounts for 0.33% of the portfolio, ranked #74.

Melfa Wealth Management first reported a position in NAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $605K in Q4 2024. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Melfa Wealth Management held 49,816 shares of Nuveen California Quality Municipal Income Fund worth $580K as of Q1 2026.
Melfa Wealth Management left its Nuveen California Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California Quality Municipal Income Fund made up 0.33% of Melfa Wealth Management's portfolio in Q1 2026, its #74 holding.
Melfa Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $605K in Q4 2024.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.