OIM
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Oder Investment Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Oder Investment 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
2026
Q2 		$765K Buy
63,137
+80
+0.1% +$951 0.51% 53
2026
Q1 		$735K Buy
63,057
+1,221
+2% +$14.5K 0.56% 49
2025
Q4 		$730K Buy
61,836
+3,678
+6% +$43.5K 0.53% 49
2025
Q3 		$669K Buy
58,158
+1,299
+2% +$14.6K 0.48% 52
2025
Q2 		$635K Buy
56,859
+6,466
+13% +$70.5K 0.48% 54
2025
Q1 		$566K Buy
50,393
+220
+0.4% +$2.5K 0.48% 61
2024
Q4 		$566K Sell
50,173
-822
-2% -$9.5K 0.47% 58
2024
Q3 		$606K Buy
50,995
+4,491
+10% +$52.6K 0.52% 63
2024
Q2 		$536K Buy
46,504
+1,527
+3% +$16.9K 0.49% 63
2024
Q1 		$496K Buy
44,977
+28
+0.1% +$308 0.46% 65
2023
Q4 		$498K Buy
44,949
+1,253
+3% +$12.8K 0.49% 64
2023
Q3 		$422K Sell
43,696
-3,942
-8% -$41.3K 0.46% 63
2023
Q2 		$520K Sell
47,638
-3,152
-6% -$34K 0.57% 55
2023
Q1 		$559K Buy
50,790
+4,323
+9% +$48.1K 0.65% 50
2022
Q4 		$514K Buy
46,467
+2,891
+7% +$31.3K 0.64% 49
2022
Q3 		$478K Buy
43,576
+9,642
+28% +$117K 0.56% 53
2022
Q2 		$418K Buy
33,934
+2,649
+8% +$32.2K 0.51% 55
2022
Q1 		$410K Buy
31,285
+119
+0.4% +$1.67K 0.47% 60
2021
Q4 		$487K Buy
31,166
+112
+0.4% +$1.73K 0.69% 44
2021
Q3 		$487K Buy
31,054
+749
+2% +$11.9K 0.71% 44
2021
Q2 		$480K Buy
30,305
+112
+0.4% +$1.72K 0.63% 48
2021
Q1 		$449K Buy
30,193
+6,715
+29% +$99.9K 0.61% 46
2020
Q4 		$357K Buy
+23,478
New +$348K 0.35% 63

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Oder Investment Management's NAC Position: Q2 2026 in Review

Oder Investment Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.13% in Q2 2026, buying an estimated $951 and bringing the position to 63,137 shares worth $765K. The position accounts for 0.51% of the portfolio, ranked #53.

Oder Investment Management first reported a position in NAC in Q4 2020 and has held it in 23 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Oder Investment Management held 63,137 shares of Nuveen California Quality Municipal Income Fund worth $765K as of Q2 2026.
  • Oder Investment Management bought 80 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $951.
  • Nuveen California Quality Municipal Income Fund made up 0.51% of Oder Investment Management's portfolio in Q2 2026, its #53 holding.
  • Oder Investment Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2020 and has held it in 23 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.