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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
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

Other funds holding NAC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Merit Financial Group's NAC Position: Q2 2026 in Review

Merit Financial Group held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 41,956 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Merit Financial Group first reported a position in NAC in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Merit Financial Group held 41,956 shares of Nuveen California Quality Municipal Income Fund worth $509K as of Q2 2026.
  • Merit Financial Group left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1484 holding.
  • Merit Financial Group first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.