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Pasadena Private Wealth’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Pasadena Private Wealth’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 		$187K Buy
+15,441
New +$184K 0.02% 251
2021
Q4 		– Sell
-12,765
Closed -$200K – 126
2021
Q3 		$200K Buy
+12,765
New +$203K 0.07% 82

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
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
Advisors Asset Management
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 $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Pasadena Private Wealth's NAC Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 15,441 shares worth $187K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Pasadena Private Wealth previously reported a position in NAC as recently as Q3 2021.

Pasadena Private Wealth first reported a position in NAC in Q3 2021 and has held it in 2 quarters since. The position peaked at $200K in Q3 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Pasadena Private Wealth held 15,441 shares of Nuveen California Quality Municipal Income Fund worth $187K as of Q2 2026.
  • Nuveen California Quality Municipal Income Fund was a new Pasadena Private Wealth position in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.02% of Pasadena Private Wealth's portfolio in Q2 2026, its #251 holding.
  • Pasadena Private Wealth first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2021 and has held it in 2 quarters since.
  • Pasadena Private Wealth's Nuveen California Quality Municipal Income Fund position peaked at $200K in Q3 2021.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.