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 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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

MKT Advisors's NAC Position: Q2 2026 in Review

MKT Advisors reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 46% in Q2 2026, selling an estimated $125K and leaving 12,418 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #155.

MKT Advisors first reported a position in NAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $343K in Q4 2021. 20 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

MKT Advisors held 12,418 shares of Nuveen California Quality Municipal Income Fund worth $150K as of Q2 2026.
MKT Advisors sold 10,483 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $125K.
Nuveen California Quality Municipal Income Fund made up 0.05% of MKT Advisors's portfolio in Q2 2026, its #155 holding.
MKT Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2021 and has held it in 19 quarters since.
MKT Advisors's Nuveen California Quality Municipal Income Fund position peaked at $343K in Q4 2021.
20 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.