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Pure Financial Advisors’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Pure Financial 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 		$212K Hold
18,195
– – ﹤0.01% 530
2025
Q4 		$215K Hold
18,195
– – ﹤0.01% 496
2025
Q3 		$209K Hold
18,195
– – ﹤0.01% 475
2025
Q2 		$203K Hold
18,195
– – ﹤0.01% 453
2025
Q1 		$205K Hold
18,195
– – ﹤0.01% 370
2024
Q4 		$205K Hold
18,195
– – ﹤0.01% 339
2024
Q3 		$216K Buy
18,195
+221
+1% +$2.59K 0.01% 313
2024
Q2 		$207K Hold
17,974
– – 0.01% 304
2024
Q1 		$198K Buy
17,974
+206
+1% +$2.27K 0.01% 306
2023
Q4 		$197K Buy
17,768
+3,056
+21% +$31.1K 0.01% 295
2023
Q3 		$142K Buy
14,712
+462
+3% +$4.84K 0.01% 256
2023
Q2 		$156K Hold
14,250
– – 0.01% 249
2023
Q1 		$157K Hold
14,250
– – 0.01% 246
2022
Q4 		$158K Hold
14,250
– – 0.01% 237
2022
Q3 		$156K Buy
14,250
+2,449
+21% +$29.8K 0.01% 223
2022
Q2 		$146K Hold
11,801
– – 0.01% 228
2022
Q1 		$155K Hold
11,801
– – 0.01% 219
2021
Q4 		$185K Hold
11,801
– – 0.01% 207
2021
Q3 		$185K Sell
11,801
-3,831
-25% -$61K 0.01% 192
2021
Q2 		$248K Buy
15,632
+4,141
+36% +$63.7K 0.02% 175
2021
Q1 		$171K Hold
11,491
– – 0.02% 182
2020
Q4 		$174K Buy
+11,491
New +$170K 0.02% 175
2020
Q2 		– Sell
-12,103
Closed -$166K – 144
2020
Q1 		$166K Buy
+12,103
New +$178K 0.03% 127

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Pure Financial Advisors's NAC Position: Q1 2026 in Review

Pure Financial Advisors held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q1 2026 at 18,195 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Pure Financial Advisors first reported a position in NAC in Q1 2020 and has held it in 23 quarters since. The position peaked at $248K in Q2 2021. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Pure Financial Advisors held 18,195 shares of Nuveen California Quality Municipal Income Fund worth $212K as of Q1 2026.
  • Pure Financial Advisors left its Nuveen California Quality Municipal Income Fund share count unchanged in Q1 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #530 holding.
  • Pure Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2020 and has held it in 23 quarters since.
  • Pure Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $248K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.