Sanders Morris Harris’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Sanders Morris Harris’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	–	Sell	-10,000	Closed	-$117K	–	206
2026 Q1	$117K	Buy	+10,000	New	+$119K	0.02%	277
2025 Q4	–	Sell	-10,000	Closed	-$115K	–	207
2025 Q3	$115K	Buy	+10,000	New	+$112K	0.02%	287
2025 Q2	–	Sell	-10,000	Closed	-$113K	–	253
2025 Q1	$113K	Hold	10,000	–	–	0.02%	265
2024 Q4	$113K	Hold	10,000	–	–	0.02%	271
2024 Q3	$119K	Hold	10,000	–	–	0.02%	266
2024 Q2	$115K	Hold	10,000	–	–	0.02%	263
2024 Q1	$110K	Buy	+10,000	New	+$110K	0.02%	250

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CLG LLC Long Beach, California $455M AUM 36.86% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanders Morris Harris's NAC Position: Q2 2026 in Review

Sanders Morris Harris sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 10,000 shares — an estimated $117K sold.

Sanders Morris Harris first reported a position in NAC in Q1 2024 and held it in 7 quarters. The position peaked at $119K in Q3 2024. 21 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Sanders Morris Harris reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 10,000 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $117K.
Sanders Morris Harris first reported a position in Nuveen California Quality Municipal Income Fund in Q1 2024 and held it in 7 quarters.
Sanders Morris Harris's Nuveen California Quality Municipal Income Fund position peaked at $119K in Q3 2024.
21 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.