Private Advisor Group’s Nuveen California Municipal Value Fund NCA Stock Holding History

Private Advisor Group’s Portfolio NCA Stock Details NCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$197K	Buy	+21,084	New	+$197K	﹤0.01%	2364

Other funds holding NCA

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Private Advisor Group's NCA Position: Q2 2026 in Review

Private Advisor Group opened a new position in Nuveen California Municipal Value Fund (NCA) in Q2 2026: 21,084 shares worth $197K. The stake represents ﹤0.01% of the portfolio and ranks #2364 among its holdings.

15 funds tracked by Wall St. Rank hold NCA as of Q2 2026.

Private Advisor Group held 21,084 shares of Nuveen California Municipal Value Fund worth $197K as of Q2 2026.
Nuveen California Municipal Value Fund was a new Private Advisor Group position in Q2 2026.
Nuveen California Municipal Value Fund made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2364 holding.
15 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.