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

Sanctuary 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 		$2.9M Buy
248,657
+7,074
+3% +$84K 0.02% 755
2025
Q4 		$2.85M Buy
241,583
+10,780
+5% +$127K 0.02% 751
2025
Q3 		$2.65M Buy
230,803
+18,723
+9% +$210K 0.02% 755
2025
Q2 		$2.37M Buy
212,080
+33,183
+19% +$362K 0.01% 770
2025
Q1 		$2.01M Buy
178,897
+4,755
+3% +$54K 0.01% 775
2024
Q4 		$1.97M Buy
174,142
+28,200
+19% +$326K 0.01% 867
2024
Q3 		$1.67M Buy
145,942
+84,452
+137% +$990K 0.01% 975
2024
Q2 		$660K Buy
+61,490
New +$679K ﹤0.01% 1449

Other funds holding NAC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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Wells Fargo
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AAM
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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $376B 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 $86.6B AUM 38.74% 1-Year Est. Return