NAS
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

NWF Advisory Services's NAC Position: Q1 2026 in Review

NWF Advisory Services increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 20% in Q1 2026, buying an estimated $36.6K and bringing the position to 18,490 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #349.

NWF Advisory Services first reported a position in NAC in Q4 2024 and has held it in 5 quarters since. The position peaked at $569K in Q4 2024. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • NWF Advisory Services held 18,490 shares of Nuveen California Quality Municipal Income Fund worth $215K as of Q1 2026.
  • NWF Advisory Services bought 3,085 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $36.6K.
  • Nuveen California Quality Municipal Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #349 holding.
  • NWF Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2024 and has held it in 5 quarters since.
  • NWF Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $569K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.