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

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Prospera Financial Services's NAC Position: Q2 2026 in Review

Prospera Financial Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 64,500 shares — an estimated $751K sold.

Prospera Financial Services first reported a position in NAC in Q3 2020 and held it in 6 quarters. The position peaked at $751K in Q1 2026. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Prospera Financial Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Prospera Financial Services sold 64,500 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $751K.
Prospera Financial Services first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2020 and held it in 6 quarters.
Prospera Financial Services's Nuveen California Quality Municipal Income Fund position peaked at $751K in Q1 2026.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.