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SageView Advisory Group’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

SageView Advisory Group’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 		– Sell
-2,781
Closed -$32.8K – 1766
2025
Q4 		$32.8K Buy
+2,781
New +$32.9K ﹤0.01% 1254

Other funds holding NAC

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

SageView Advisory Group's NAC Position: Q1 2026 in Review

SageView Advisory Group sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q1 2026, closing a stake of 2,781 shares — an estimated $32.8K sold.

SageView Advisory Group first reported a position in NAC in Q4 2025 and held it in 1 quarter. The position peaked at $32.8K in Q4 2025. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • SageView Advisory Group reported no remaining Nuveen California Quality Municipal Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,781 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $32.8K.
  • SageView Advisory Group first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Nuveen California Quality Municipal Income Fund position peaked at $32.8K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.