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 Q2	$3.12M	Buy	257,109 +8,452	+3%	+$101K	0.01%	806
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

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

Sanctuary Advisors's NAC Position: Q2 2026 in Review

Sanctuary Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 3.4% in Q2 2026, buying an estimated $101K and bringing the position to 257,109 shares worth $3.12M. The position accounts for 0.01% of the portfolio, ranked #806.

Sanctuary Advisors first reported a position in NAC in Q2 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Sanctuary Advisors held 257,109 shares of Nuveen California Quality Municipal Income Fund worth $3.12M as of Q2 2026.
Sanctuary Advisors bought 8,452 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $101K.
Nuveen California Quality Municipal Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #806 holding.
Sanctuary Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.