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 Q2	$184K	Sell	15,193 -3,002	-16%	-$35.7K	﹤0.01%	620
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 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 $3.42B AUM 25.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Pure Financial Advisors's NAC Position: Q2 2026 in Review

Pure Financial Advisors reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 16% in Q2 2026, selling an estimated $35.7K and leaving 15,193 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Pure Financial Advisors first reported a position in NAC in Q1 2020 and has held it in 24 quarters since. The position peaked at $248K in Q2 2021. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Pure Financial Advisors held 15,193 shares of Nuveen California Quality Municipal Income Fund worth $184K as of Q2 2026.
Pure Financial Advisors sold 3,002 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $35.7K.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #620 holding.
Pure Financial Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2020 and has held it in 24 quarters since.
Pure Financial Advisors's Nuveen California Quality Municipal Income Fund position peaked at $248K in Q2 2021.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.