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Peterson Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Peterson Wealth 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 		$32.2K Hold
2,655
– – 0.02% 101
2026
Q1 		$30.9K Buy
+2,655
New +$31.5K 0.02% 96

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AAM
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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

Peterson Wealth Management's NAC Position: Q2 2026 in Review

Peterson Wealth Management held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 2,655 shares worth $32.2K. The position accounts for 0.02% of the portfolio, ranked #101.

Peterson Wealth Management first reported a position in NAC in Q1 2026 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Peterson Wealth Management held 2,655 shares of Nuveen California Quality Municipal Income Fund worth $32.2K as of Q2 2026.
  • Peterson Wealth Management left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up 0.02% of Peterson Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Peterson Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.