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

NewEdge 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	$959K	Buy	79,128 +7,835	+11%	+$93.2K	﹤0.01%	1697
2026 Q1	$831K	Buy	71,293 +4,864	+7%	+$57.7K	﹤0.01%	1613
2025 Q4	$785K	Buy	66,429 +307	+0.5%	+$3.63K	﹤0.01%	1637
2025 Q3	$760K	Sell	66,122 -40,549	-38%	-$455K	﹤0.01%	1570
2025 Q2	$1.19M	Buy	106,671 +36,603	+52%	+$399K	0.01%	1193
2025 Q1	$788K	Buy	70,068 +20,593	+42%	+$234K	﹤0.01%	1322
2024 Q4	$559K	Buy	49,475 +7,178	+17%	+$83K	﹤0.01%	1477
2024 Q3	$503K	Buy	+42,297	New	+$496K	﹤0.01%	1482

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

NewEdge Advisors's NAC Position: Q2 2026 in Review

NewEdge Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 11% in Q2 2026, buying an estimated $93.2K and bringing the position to 79,128 shares worth $959K. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

NewEdge Advisors first reported a position in NAC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

NewEdge Advisors held 79,128 shares of Nuveen California Quality Municipal Income Fund worth $959K as of Q2 2026.
NewEdge Advisors bought 7,835 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $93.2K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1697 holding.
NewEdge Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
NewEdge Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.19M in Q2 2025.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.