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

OneDigital Investment 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 		$2.15M Buy
177,723
+6,835
+4% +$81.3K 0.02% 482
2026
Q1 		$1.99M Buy
170,888
+4,704
+3% +$55.8K 0.02% 480
2025
Q4 		$1.96M Buy
166,184
+9,461
+6% +$112K 0.02% 463
2025
Q3 		$1.8M Buy
156,723
+16,655
+12% +$187K 0.02% 469
2025
Q2 		$1.56M Buy
140,068
+7,219
+5% +$78.7K 0.02% 504
2025
Q1 		$1.49M Sell
132,849
-80,385
-38% -$913K 0.02% 483
2024
Q4 		$2.41M Sell
213,234
-6,687
-3% -$77.3K 0.03% 377
2024
Q3 		$2.61M Buy
219,921
+26,168
+14% +$307K 0.03% 375
2024
Q2 		$2.23M Buy
193,753
+2,694
+1% +$29.8K 0.03% 393
2024
Q1 		$2.11M Buy
191,059
+23,253
+14% +$256K 0.03% 323
2023
Q4 		$1.86M Sell
167,806
-1,520
-0.9% -$15.5K 0.03% 328
2023
Q3 		$1.63M Buy
169,326
+606
+0.4% +$6.35K 0.04% 318
2023
Q2 		$1.84M Buy
168,720
+26,391
+19% +$285K 0.04% 292
2023
Q1 		$1.57M Sell
142,329
-26,456
-16% -$294K 0.04% 313
2022
Q4 		$1.87M Sell
168,785
-6,332
-4% -$68.7K 0.05% 265
2022
Q3 		$1.92M Buy
175,117
+3,706
+2% +$45K 0.07% 193
2022
Q2 		$2.11M Buy
171,411
+893
+0.5% +$10.9K 0.09% 149
2022
Q1 		$2.24M Buy
170,518
+1,673
+1% +$23.4K 0.08% 155
2021
Q4 		$2.64M Buy
168,845
+1,182
+0.7% +$18.2K 0.09% 141
2021
Q3 		$2.63M Buy
167,663
+16,550
+11% +$263K 0.1% 129
2021
Q2 		$2.4M Buy
151,113
+586
+0.4% +$9.01K 0.1% 134
2021
Q1 		$2.24M Buy
150,527
+8,143
+6% +$121K 0.1% 137
2020
Q4 		$2.16M Buy
142,384
+11,544
+9% +$171K 0.11% 132
2020
Q3 		$1.91M Buy
130,840
+477
+0.4% +$7K 0.13% 126
2020
Q2 		$1.86M Buy
130,363
+1,349
+1% +$18.8K 0.13% 142
2020
Q1 		$1.77M Buy
129,014
+723
+0.6% +$10.6K 0.16% 130
2019
Q4 		$1.91M Buy
128,291
+2,843
+2% +$42.2K 0.15% 130
2019
Q3 		$1.88M Buy
125,448
+101,590
+426% +$1.51M 0.17% 117
2019
Q2 		$345K Buy
+23,858
New +$336K 0.03% 314

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

OneDigital Investment Advisors's NAC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 4% in Q2 2026, buying an estimated $81.3K and bringing the position to 177,723 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #482.

OneDigital Investment Advisors first reported a position in NAC in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.64M in Q4 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • OneDigital Investment Advisors held 177,723 shares of Nuveen California Quality Municipal Income Fund worth $2.15M as of Q2 2026.
  • OneDigital Investment Advisors bought 6,835 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $81.3K.
  • Nuveen California Quality Municipal Income Fund made up 0.02% of OneDigital Investment Advisors's portfolio in Q2 2026, its #482 holding.
  • OneDigital Investment Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2019 and has held it in 29 quarters since.
  • OneDigital Investment Advisors's Nuveen California Quality Municipal Income Fund position peaked at $2.64M in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.