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

SOA Wealth 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 		$11.7K Buy
1,007
+12
+1% +$142 ﹤0.01% 567
2025
Q4 		$11.7K Buy
995
+25
+3% +$296 ﹤0.01% 575
2025
Q3 		$11.2K Buy
970
+19
+2% +$213 ﹤0.01% 594
2025
Q2 		$10.6K Buy
951
+18
+2% +$196 ﹤0.01% 588
2025
Q1 		$10.5K Buy
933
+12
+1% +$136 ﹤0.01% 553
2024
Q4 		$10.4K Buy
921
+23
+3% +$266 ﹤0.01% 540
2024
Q3 		$10.7K Buy
898
+17
+2% +$199 ﹤0.01% 533
2024
Q2 		$10.2K Buy
881
+12
+1% +$133 ﹤0.01% 536
2024
Q1 		$9.58K Buy
869
+10
+1% +$110 ﹤0.01% 545
2023
Q4 		$9.53K Buy
859
+10
+1% +$102 ﹤0.01% 534
2023
Q3 		$8.2K Buy
849
+8
+1% +$84 ﹤0.01% 554
2023
Q2 		$9.18K Buy
841
+8
+1% +$86 ﹤0.01% 541
2023
Q1 		$9.17K Buy
833
+9
+1% +$100 ﹤0.01% 534
2022
Q4 		$9.12K Buy
824
+11
+1% +$119 ﹤0.01% 533
2022
Q3 		$8K Buy
813
+10
+1% +$122 ﹤0.01% 539
2022
Q2 		$9K Buy
803
+10
+1% +$122 ﹤0.01% 513
2022
Q1 		$10K Buy
793
+9
+1% +$126 ﹤0.01% 590
2021
Q4 		$12K Buy
784
+8
+1% +$123 ﹤0.01% 539
2021
Q3 		$12K Buy
776
+8
+1% +$127 ﹤0.01% 548
2021
Q2 		$12K Buy
768
+8
+1% +$123 ﹤0.01% 550
2021
Q1 		$11K Buy
760
+3
+0.4% +$45 ﹤0.01% 497
2020
Q4 		$11K Buy
+757
New +$11.2K ﹤0.01% 501

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $377B 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 $95.4B AUM 38.74% 1-Year Est. Return

SOA Wealth Advisors's NAC Position: Q1 2026 in Review

SOA Wealth Advisors increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 1.2% in Q1 2026, buying an estimated $142 and bringing the position to 1,007 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

SOA Wealth Advisors first reported a position in NAC in Q4 2020 and has held it in 22 quarters since. The position peaked at $12K in Q4 2021. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • SOA Wealth Advisors held 1,007 shares of Nuveen California Quality Municipal Income Fund worth $11.7K as of Q1 2026.
  • SOA Wealth Advisors bought 12 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $142.
  • Nuveen California Quality Municipal Income Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #567 holding.
  • SOA Wealth Advisors first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2020 and has held it in 22 quarters since.
  • SOA Wealth Advisors's Nuveen California Quality Municipal Income Fund position peaked at $12K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.