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Pacific Wealth Strategies Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Pacific Wealth Strategies Group’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 		$539K Sell
44,466
-13,449
-23% -$160K 0.31% 40
2026
Q1 		$675K Hold
57,915
– – 0.42% 39
2025
Q4 		$684K Sell
57,915
-3,395
-6% -$40.1K 0.39% 38
2025
Q3 		$705K Hold
61,310
– – 0.43% 36
2025
Q2 		$675K Sell
61,310
-13,743
-18% -$150K 0.44% 35
2025
Q1 		$844K Sell
75,053
-683
-0.9% -$7.75K 0.63% 32
2024
Q4 		$855K Buy
75,736
+2,512
+3% +$29K 0.59% 35
2024
Q3 		$871K Buy
73,224
+9,745
+15% +$114K 0.65% 32
2024
Q2 		$732K Buy
63,479
+11,294
+22% +$125K 0.6% 36
2024
Q1 		$575K Buy
52,185
+16,400
+46% +$180K 0.48% 38
2023
Q4 		$397K Sell
35,785
-1,900
-5% -$19.3K 0.38% 38
2023
Q3 		$364K Buy
37,685
+5,176
+16% +$54.3K 0.38% 41
2023
Q2 		$355K Hold
32,509
– – 0.36% 41
2023
Q1 		$358K Buy
32,509
+6,409
+25% +$71.2K 0.41% 40
2022
Q4 		$289K Sell
26,100
-190,101
-88% -$2.06M 0.39% 39
2022
Q3 		$2.37M Sell
216,201
-5,907
-3% -$71.8K 3.3% 10
2022
Q2 		$2.74M Sell
222,108
-560,360
-72% -$6.81M 3.53% 10
2022
Q1 		$10.3M Buy
782,468
+58,231
+8% +$816K 4.3% 6
2021
Q4 		$11.3M Buy
724,237
+44,487
+7% +$687K 3.94% 5
2021
Q3 		$10.7M Buy
679,750
+15,898
+2% +$253K 3.95% 5
2021
Q2 		$10.5M Buy
663,852
+18,998
+3% +$292K 4.03% 5
2021
Q1 		$9.58M Buy
644,854
+20,527
+3% +$305K 4.02% 5
2020
Q4 		$9.28M Buy
624,327
+31,860
+5% +$472K 4.01% 6
2020
Q3 		$8.63M Buy
592,467
+108,736
+22% +$1.59M 4.53% 3
2020
Q2 		$6.9M Sell
483,731
-7,525
-2% -$105K 3.84% 5
2020
Q1 		$6.72M Buy
491,256
+35,806
+8% +$527K 4.59% 3
2019
Q4 		$6.78M Buy
455,450
+1,510
+0.3% +$22.4K 3.75% 4
2019
Q3 		$6.8M Sell
453,940
-26,620
-6% -$396K 4.19% 2
2019
Q2 		$6.96M Buy
480,560
+5,091
+1% +$71.6K 4.36% 2
2019
Q1 		$6.55M Buy
475,469
+11,929
+3% +$159K 4.23% 2
2018
Q4 		$5.91M Sell
463,540
-38,689
-8% -$485K 4.24% 1
2018
Q3 		$6.5M Sell
502,229
-10,958
-2% -$146K 4.16% 3
2018
Q2 		$6.86M Buy
513,187
+89,224
+21% +$1.19M 4.73% 1
2018
Q1 		$5.68M Sell
423,963
-12,836
-3% -$176K 4.04% 3
2017
Q4 		$6.25M Sell
436,799
-19,778
-4% -$289K 4.44% 1
2017
Q3 		$6.81M Sell
456,577
-2,600
-0.6% -$39.6K 5.37% 1
2017
Q2 		$6.91M Buy
459,177
+9,625
+2% +$142K 5.89% 1
2017
Q1 		$6.48M Buy
449,552
+21,575
+5% +$310K 5.62% 1
2016
Q4 		$6.05M Buy
+427,977
New +$6.28M 5.96% 1

Other funds holding NAC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CL
CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Pacific Wealth Strategies Group's NAC Position: Q2 2026 in Review

Pacific Wealth Strategies Group reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 23% in Q2 2026, selling an estimated $160K and leaving 44,466 shares worth $539K. The position accounts for 0.31% of the portfolio, ranked #40.

Pacific Wealth Strategies Group first reported a position in NAC in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.3M in Q4 2021. 22 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Pacific Wealth Strategies Group held 44,466 shares of Nuveen California Quality Municipal Income Fund worth $539K as of Q2 2026.
  • Pacific Wealth Strategies Group sold 13,449 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $160K.
  • Nuveen California Quality Municipal Income Fund made up 0.31% of Pacific Wealth Strategies Group's portfolio in Q2 2026, its #40 holding.
  • Pacific Wealth Strategies Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2016 and has held it in 39 quarters since.
  • Pacific Wealth Strategies Group's Nuveen California Quality Municipal Income Fund position peaked at $11.3M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Pacific Wealth Strategies Group's 13F filing for Q2 2026, filed 17 Jul 2026.