MKT Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

MKT Advisors’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	$124K	Hold	12,418	–	–	0.04%	147
2026 Q2	$150K	Sell	12,418 -10,483	-46%	-$125K	0.05%	155
2026 Q1	$266K	Hold	22,901	–	–	0.09%	130
2025 Q4	$271K	Sell	22,901 -159	-0.7%	-$1.88K	0.09%	132
2025 Q3	$267K	Hold	23,060	–	–	0.1%	135
2025 Q2	$259K	Hold	23,060	–	–	0.1%	137
2025 Q1	$250K	Hold	23,060	–	–	0.12%	122
2024 Q4	$258K	Hold	23,060	–	–	0.11%	123
2024 Q3	$275K	Hold	23,060	–	–	0.13%	120
2024 Q2	$268K	Hold	23,060	–	–	0.13%	120
2024 Q1	$248K	Hold	23,060	–	–	0.14%	120
2023 Q4	$255K	Hold	23,060	–	–	0.17%	118
2023 Q3	$221K	Hold	23,060	–	–	0.17%	121
2023 Q2	$250K	Hold	23,060	–	–	0.18%	110
2023 Q1	$255K	Hold	23,060	–	–	0.19%	109
2022 Q4	$259K	Hold	23,060	–	–	0.2%	105
2022 Q3	$253K	Hold	23,060	–	–	0.22%	95
2022 Q2	$284K	Hold	23,060	–	–	0.22%	96
2022 Q1	$278K	Hold	23,060	–	–	0.21%	100
2021 Q4	$343K	Buy	+23,060	New	+$356K	0.27%	83

Other funds holding NAC

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

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

Integrity Wealth Partners Walnut Creek, California $129M AUM

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

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

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

MKT Advisors's NAC Position: Q3 2026 in Review

MKT Advisors held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q3 2026 at 12,418 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #147.

MKT Advisors first reported a position in NAC in Q4 2021 and has held it in 20 quarters since. The position peaked at $343K in Q4 2021. 25 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

MKT Advisors held 12,418 shares of Nuveen California Quality Municipal Income Fund worth $124K as of Q3 2026.
MKT Advisors left its Nuveen California Quality Municipal Income Fund share count unchanged in Q3 2026.
Nuveen California Quality Municipal Income Fund made up 0.04% of MKT Advisors's portfolio in Q3 2026, its #147 holding.
MKT Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and has held it in 20 quarters since.
MKT Advisors's Nuveen California Quality Municipal Income Fund position peaked at $343K in Q4 2021.
25 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.