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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Prime Capital Investment Advisors's NAC Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 28% in Q1 2026, buying an estimated $124K and bringing the position to 48,246 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #644.

Prime Capital Investment Advisors first reported a position in NAC in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q2 2023. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

Prime Capital Investment Advisors held 48,246 shares of Nuveen California Quality Municipal Income Fund worth $562K as of Q1 2026.
Prime Capital Investment Advisors bought 10,466 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $124K.
Nuveen California Quality Municipal Income Fund made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #644 holding.
Prime Capital Investment Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's Nuveen California Quality Municipal Income Fund position peaked at $1.23M in Q2 2023.
129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.