New Insight Wealth Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

New Insight Wealth 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	$1.14M	Sell	94,160 -5,575	-6%	-$66.3K	0.34%	55
2026 Q1	$1.16M	Buy	99,735 +29,950	+43%	+$355K	0.42%	51
2025 Q4	$824K	Buy	69,785 +28,550	+69%	+$338K	0.29%	58
2025 Q3	$474K	Buy	41,235 +100	+0.2%	+$1.12K	0.18%	77
2025 Q2	$459K	Sell	41,135 -18,775	-31%	-$205K	0.19%	70
2025 Q1	$673K	Buy	59,910 +13,750	+30%	+$156K	0.31%	46
2024 Q4	$521K	Buy	46,160 +28,110	+156%	+$325K	0.26%	50
2024 Q3	$215K	Hold	18,050	–	–	0.11%	85
2024 Q2	$208K	Hold	18,050	–	–	0.12%	81
2024 Q1	$199K	Sell	18,050 -500	-3%	-$5.5K	0.12%	84
2023 Q4	$206K	Buy	+18,550	New	+$189K	0.14%	77

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

New Insight Wealth Advisors's NAC Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 5.6% in Q2 2026, selling an estimated $66.3K and leaving 94,160 shares worth $1.14M. The position accounts for 0.34% of the portfolio, ranked #55.

New Insight Wealth Advisors first reported a position in NAC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q1 2026. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

New Insight Wealth Advisors held 94,160 shares of Nuveen California Quality Municipal Income Fund worth $1.14M as of Q2 2026.
New Insight Wealth Advisors sold 5,575 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $66.3K.
Nuveen California Quality Municipal Income Fund made up 0.34% of New Insight Wealth Advisors's portfolio in Q2 2026, its #55 holding.
New Insight Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.16M in Q1 2026.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.