SAM
NAC icon

Smartleaf Asset Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Smartleaf Asset Management’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 		$15K Hold
1,240
– – ﹤0.01% 2166
2026
Q1 		$14.1K Hold
1,240
– – ﹤0.01% 2149
2025
Q4 		$14.7K Sell
1,240
-6,005
-83% -$71K ﹤0.01% 2202
2025
Q3 		$82.2K Buy
7,245
+6,005
+484% +$67.4K 0.01% 1183
2025
Q2 		$13.8K Buy
+1,240
New +$13.5K ﹤0.01% 1709

Other funds holding NAC

Morgan Stanley
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
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
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Smartleaf Asset Management's NAC Position: Q2 2026 in Review

Smartleaf Asset Management held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 1,240 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2166.

Smartleaf Asset Management first reported a position in NAC in Q2 2025 and has held it in 5 quarters since. The position peaked at $82.2K in Q3 2025. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Smartleaf Asset Management held 1,240 shares of Nuveen California Quality Municipal Income Fund worth $15K as of Q2 2026.
  • Smartleaf Asset Management left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2166 holding.
  • Smartleaf Asset Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Nuveen California Quality Municipal Income Fund position peaked at $82.2K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.