Southland Equity Partners’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Southland Equity Partners’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	$2.24M	Buy	184,440 +5,000	+3%	+$59.5K	0.39%	56
2026 Q1	$2.09M	Sell	179,440 -26,650	-13%	-$316K	0.41%	58
2025 Q4	$2.43M	Buy	206,090 +53,050	+35%	+$627K	0.48%	49
2025 Q3	$1.76M	Buy	153,040 +17,500	+13%	+$196K	0.36%	60
2025 Q2	$1.51M	Buy	135,540 +12,500	+10%	+$136K	0.33%	61
2025 Q1	$1.38M	Hold	123,040	–	–	0.32%	60
2024 Q4	$1.39M	Buy	123,040 +20,900	+20%	+$242K	0.32%	60
2024 Q3	$1.21M	Buy	102,140 +11,200	+12%	+$131K	0.3%	64
2024 Q2	$1.05M	Hold	90,940	–	–	0.3%	61
2024 Q1	$1M	Buy	90,940 +27,440	+43%	+$302K	0.28%	62
2023 Q4	$704K	Sell	63,500 -7,300	-10%	-$74.3K	0.22%	72
2023 Q3	$683K	Buy	70,800 +3,250	+5%	+$34.1K	0.23%	65
2023 Q2	$738K	Buy	67,550 +3,900	+6%	+$42.1K	0.25%	60
2023 Q1	$701K	Buy	63,650 +38,400	+152%	+$427K	0.28%	57
2022 Q4	$280K	Buy	+25,250	New	+$274K	0.11%	132

Other funds holding NAC

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Southland Equity Partners's NAC Position: Q2 2026 in Review

Southland Equity Partners increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 2.8% in Q2 2026, buying an estimated $59.5K and bringing the position to 184,440 shares worth $2.24M. The position accounts for 0.39% of the portfolio, ranked #56.

Southland Equity Partners first reported a position in NAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.43M in Q4 2025. 19 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Southland Equity Partners held 184,440 shares of Nuveen California Quality Municipal Income Fund worth $2.24M as of Q2 2026.
Southland Equity Partners bought 5,000 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $59.5K.
Nuveen California Quality Municipal Income Fund made up 0.39% of Southland Equity Partners's portfolio in Q2 2026, its #56 holding.
Southland Equity Partners first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2022 and has held it in 15 quarters since.
Southland Equity Partners's Nuveen California Quality Municipal Income Fund position peaked at $2.43M in Q4 2025.
19 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.