North Berkeley Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

North Berkeley Wealth Management’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
2025 Q2	–	Sell	-10,161	Closed	-$114K	–	68
2025 Q1	$114K	Hold	10,161	–	–	0.12%	61
2024 Q4	$115K	Buy	+10,161	New	+$117K	0.12%	66

Other funds holding NAC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

North Berkeley Wealth Management's NAC Position: Q2 2025 in Review

North Berkeley Wealth Management sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2025, closing a stake of 10,161 shares — an estimated $114K sold.

North Berkeley Wealth Management first reported a position in NAC in Q4 2024 and held it in 2 quarters. The position peaked at $115K in Q4 2024. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2025.

North Berkeley Wealth Management reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
North Berkeley Wealth Management sold 10,161 Nuveen California Quality Municipal Income Fund shares in Q2 2025, an estimated $114K.
North Berkeley Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
North Berkeley Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $115K in Q4 2024.
119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2025.

Based on North Berkeley Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.