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PFG Investments’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

PFG Investments’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 		$2.41M Buy
199,004
+672
+0.3% +$7.99K 0.09% 184
2026
Q1 		$2.31M Buy
198,332
+9,437
+5% +$112K 0.11% 167
2025
Q4 		$2.23M Buy
188,895
+872
+0.5% +$10.3K 0.11% 172
2025
Q3 		$2.16M Sell
188,023
-3,125
-2% -$35.1K 0.11% 168
2025
Q2 		$2.14M Sell
191,148
-772
-0.4% -$8.42K 0.13% 155
2025
Q1 		$2.16M Sell
191,920
-710
-0.4% -$8.06K 0.14% 142
2024
Q4 		$2.17M Sell
192,630
-934
-0.5% -$10.8K 0.14% 140
2024
Q3 		$2.3M Sell
193,564
-1,563
-0.8% -$18.3K 0.15% 134
2024
Q2 		$2.25M Sell
195,127
-3,816
-2% -$42.2K 0.16% 121
2024
Q1 		$2.19M Buy
+198,943
New +$2.19M 0.13% 172

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

PFG Investments's NAC Position: Q2 2026 in Review

PFG Investments increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.34% in Q2 2026, buying an estimated $7.99K and bringing the position to 199,004 shares worth $2.41M. The position accounts for 0.09% of the portfolio, ranked #184.

PFG Investments first reported a position in NAC in Q1 2024 and has held it in 10 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • PFG Investments held 199,004 shares of Nuveen California Quality Municipal Income Fund worth $2.41M as of Q2 2026.
  • PFG Investments bought 672 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $7.99K.
  • Nuveen California Quality Municipal Income Fund made up 0.09% of PFG Investments's portfolio in Q2 2026, its #184 holding.
  • PFG Investments first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and has held it in 10 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.