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

Merit Financial 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 		$430K Hold
41,956
– – ﹤0.01% 1659
2026
Q2 		$509K Hold
41,956
– – ﹤0.01% 1484
2026
Q1 		$489K Hold
41,956
– – ﹤0.01% 1387
2025
Q4 		$496K Hold
41,956
– – ﹤0.01% 1311
2025
Q3 		$482K Buy
+41,956
New +$471K ﹤0.01% 1207

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SEP
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Merit Financial Group's NAC Position: Q3 2026 in Review

Merit Financial Group held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q3 2026 at 41,956 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Merit Financial Group first reported a position in NAC in Q3 2025 and has held it in 5 quarters since. The position peaked at $509K in Q2 2026. 80 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Merit Financial Group held 41,956 shares of Nuveen California Quality Municipal Income Fund worth $430K as of Q3 2026.
  • Merit Financial Group left its Nuveen California Quality Municipal Income Fund share count unchanged in Q3 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1659 holding.
  • Merit Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Nuveen California Quality Municipal Income Fund position peaked at $509K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.