Prime Capital Investment Advisors
NAC icon

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

Prime Capital 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 		$586K Buy
48,326
+80
+0.2% +$951 0.01% 655
2026
Q1 		$562K Buy
48,246
+10,466
+28% +$124K 0.01% 644
2025
Q4 		$446K Sell
37,780
-13,027
-26% -$154K 0.01% 688
2025
Q3 		$584K Sell
50,807
-14,550
-22% -$163K 0.01% 595
2025
Q2 		$730K Sell
65,357
-8,413
-11% -$91.7K 0.01% 532
2025
Q1 		$829K Sell
73,770
-5,420
-7% -$61.5K 0.01% 544
2024
Q4 		$894K Buy
79,190
+17,348
+28% +$201K 0.01% 445
2024
Q3 		$735K Buy
61,842
+38
+0.1% +$445 0.01% 498
2024
Q2 		$713K Sell
61,804
-2,972
-5% -$32.8K 0.01% 497
2024
Q1 		$714K Buy
64,776
+70
+0.1% +$770 0.01% 534
2023
Q4 		$718K Sell
64,706
-11,128
-15% -$113K 0.01% 493
2023
Q3 		$732K Sell
75,834
-37,110
-33% -$389K 0.02% 394
2023
Q2 		$1.23M Buy
+112,944
New +$1.22M 0.02% 322
2023
Q1 		– Sell
-110,283
Closed -$1.22M – 618
2022
Q4 		$1.22M Buy
+110,283
New +$1.2M 0.05% 220

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

Prime Capital Investment Advisors's NAC Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.17% in Q2 2026, buying an estimated $951 and bringing the position to 48,326 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #655.

Prime Capital Investment Advisors first reported a position in NAC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2023. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Prime Capital Investment Advisors held 48,326 shares of Nuveen California Quality Municipal Income Fund worth $586K as of Q2 2026.
  • Prime Capital Investment Advisors bought 80 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $951.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #655 holding.
  • Prime Capital Investment Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.23M in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.