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

Savvy Advisors Inc’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	$141K	Buy	+11,659	New	+$139K	﹤0.01%	1216

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

Savvy Advisors Inc's NAC Position: Q2 2026 in Review

Savvy Advisors Inc opened a new position in Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026: 11,659 shares worth $141K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings.

138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Savvy Advisors Inc held 11,659 shares of Nuveen California Quality Municipal Income Fund worth $141K as of Q2 2026.
Nuveen California Quality Municipal Income Fund was a new Savvy Advisors Inc position in Q2 2026.
Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1216 holding.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.