Prospera Financial Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Prospera Financial Services’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	–	Sell	-64,500	Closed	-$751K	–	1513
2026 Q1	$751K	Buy	64,500 +1,000	+2%	+$11.9K	0.01%	839
2025 Q4	$750K	Buy	63,500 +28,500	+81%	+$337K	0.01%	787
2025 Q3	$403K	Hold	35,000	–	–	0.01%	1031
2025 Q2	$391K	Buy	+35,000	New	+$382K	0.01%	1001
2022 Q2	–	Sell	-2,463	Closed	-$32K	–	2243
2022 Q1	$32K	Buy	+2,463	New	+$34.5K	﹤0.01%	1552
2020 Q4	–	Sell	-2,463	Closed	-$36K	–	1243
2020 Q3	$36K	Buy	+2,463	New	+$36.1K	0.01%	733

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Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return