Rosenblum Silverman Sutton’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Rosenblum Silverman Sutton’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	$139K	Hold	11,440	–	–	0.03%	80
2026 Q1	$133K	Hold	11,440	–	–	0.03%	76
2025 Q4	$135K	Buy	+11,440	New	+$135K	0.03%	79
2023 Q4	–	Sell	-32,760	Closed	-$316K	–	74
2023 Q3	$316K	Sell	32,760 -5,700	-15%	-$59.8K	0.11%	65
2023 Q2	$420K	Buy	+38,460	New	+$415K	0.14%	58
2022 Q4	–	Sell	-28,439	Closed	-$312K	–	70
2022 Q3	$312K	Buy	28,439 +7,600	+36%	+$92.4K	0.11%	65
2022 Q2	$257K	Buy	+20,839	New	+$253K	0.08%	71

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

Rosenblum Silverman Sutton's NAC Position: Q2 2026 in Review

Rosenblum Silverman Sutton held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 11,440 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #80.

Rosenblum Silverman Sutton first reported a position in NAC in Q2 2022 and has held it in 7 quarters since. The position peaked at $420K in Q2 2023. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Rosenblum Silverman Sutton held 11,440 shares of Nuveen California Quality Municipal Income Fund worth $139K as of Q2 2026.
Rosenblum Silverman Sutton left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 0.03% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #80 holding.
Rosenblum Silverman Sutton first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2022 and has held it in 7 quarters since.
Rosenblum Silverman Sutton's Nuveen California Quality Municipal Income Fund position peaked at $420K in Q2 2023.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.