NWF Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

NWF Advisory Services’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	$223K	Sell	18,430 -60	-0.3%	-$714	0.02%	377
2026 Q1	$215K	Buy	18,490 +3,085	+20%	+$36.6K	0.02%	349
2025 Q4	$182K	Sell	15,405 -285	-2%	-$3.37K	0.02%	370
2025 Q3	$180K	Buy	15,690 +1,170	+8%	+$13.1K	0.02%	384
2025 Q2	$162K	Buy	+14,520	New	+$158K	0.02%	387
2025 Q1	–	Sell	-50,359	Closed	-$569K	–	402
2024 Q4	$569K	Buy	+50,359	New	+$582K	0.08%	119

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 $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

NWF Advisory Services's NAC Position: Q2 2026 in Review

NWF Advisory Services reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.32% in Q2 2026, selling an estimated $714 and leaving 18,430 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #377.

NWF Advisory Services first reported a position in NAC in Q4 2024 and has held it in 6 quarters since. The position peaked at $569K in Q4 2024. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

NWF Advisory Services held 18,430 shares of Nuveen California Quality Municipal Income Fund worth $223K as of Q2 2026.
NWF Advisory Services sold 60 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $714.
Nuveen California Quality Municipal Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #377 holding.
NWF Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
NWF Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $569K in Q4 2024.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.