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

RHS Financial’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 Q3	$286K	Sell	27,856 -968	-3%	-$11.2K	0.1%	140
2026 Q2	$349K	Sell	28,824 -393	-1%	-$4.67K	0.14%	116
2026 Q1	$340K	Sell	29,217 -2,757	-9%	-$32.7K	0.16%	106
2025 Q4	$378K	Sell	31,974 -14,056	-31%	-$166K	0.18%	88
2025 Q3	$529K	Sell	46,030 -530	-1%	-$5.95K	0.27%	67
2025 Q2	$520K	Sell	46,560 -3,419	-7%	-$37.3K	0.3%	63
2025 Q1	$562K	Buy	49,979 +13,555	+37%	+$154K	0.32%	63
2024 Q4	$411K	Buy	36,424 +5,902	+19%	+$68.2K	0.21%	85
2024 Q3	$363K	Buy	30,522 +1,375	+5%	+$16.1K	0.18%	96
2024 Q2	$336K	Buy	29,147 +1,777	+6%	+$19.6K	0.21%	71
2024 Q1	$302K	Buy	27,370 +5,398	+25%	+$59.4K	0.18%	90
2023 Q4	$244K	Buy	21,972 +9,571	+77%	+$97.5K	0.15%	94
2023 Q3	$120K	Buy	+12,401	New	+$130K	0.08%	93

Other funds holding NAC

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

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

RHS Financial's NAC Position: Q3 2026 in Review

RHS Financial reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 3.4% in Q3 2026, selling an estimated $11.2K and leaving 27,856 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #140.

RHS Financial first reported a position in NAC in Q3 2023 and has held it in 13 quarters since. The position peaked at $562K in Q1 2025. 42 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

RHS Financial held 27,856 shares of Nuveen California Quality Municipal Income Fund worth $286K as of Q3 2026.
RHS Financial sold 968 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $11.2K.
Nuveen California Quality Municipal Income Fund made up 0.1% of RHS Financial's portfolio in Q3 2026, its #140 holding.
RHS Financial first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2023 and has held it in 13 quarters since.
RHS Financial's Nuveen California Quality Municipal Income Fund position peaked at $562K in Q1 2025.
42 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.