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Sowell Financial Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Sowell Financial Services’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 		$392K Buy
32,339
+98
+0.3% +$1.17K 0.01% 757
2026
Q1 		$376K Buy
32,241
+68
+0.2% +$807 0.01% 746
2025
Q4 		$380K Buy
32,173
+1,524
+5% +$18K 0.01% 738
2025
Q3 		$352K Sell
30,649
-351
-1% -$3.94K 0.01% 762
2025
Q2 		$346K Buy
31,000
+86
+0.3% +$938 0.01% 729
2025
Q1 		$347K Buy
30,914
+54
+0.2% +$613 0.02% 706
2024
Q4 		$348K Sell
30,860
-1,527
-5% -$17.7K 0.02% 455
2024
Q3 		$387K Sell
32,387
-816
-2% -$9.56K 0.02% 472
2024
Q2 		$385K Buy
33,203
+41
+0.1% +$453 0.02% 467
2024
Q1 		$367K Buy
+33,162
New +$365K 0.02% 494
2023
Q2 		– Sell
-11,939
Closed -$131K – 729
2023
Q1 		$131K Buy
+11,939
New +$133K 0.01% 721
2021
Q2 		– Sell
-9,262
Closed -$142K – 1924
2021
Q1 		$142K Buy
9,262
+3,299
+55% +$49.1K ﹤0.01% 1215
2020
Q4 		$90K Hold
5,963
– – ﹤0.01% 1190
2020
Q3 		$87K Sell
5,963
-3,299
-36% -$48.4K ﹤0.01% 1018
2020
Q2 		$132K Hold
9,262
– – 0.01% 876
2020
Q1 		$127K Hold
9,262
– – 0.01% 775
2019
Q4 		$138K Hold
9,262
– – 0.01% 820
2019
Q3 		$139K Buy
+9,262
New +$138K 0.01% 740
2017
Q1 		– Sell
-3,299
Closed -$47K – 457
2016
Q4 		$47K Buy
+3,299
New +$48.4K 0.02% 349

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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 $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Sowell Financial Services's NAC Position: Q2 2026 in Review

Sowell Financial Services increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.3% in Q2 2026, buying an estimated $1.17K and bringing the position to 32,339 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #757.

Sowell Financial Services first reported a position in NAC in Q4 2016 and has held it in 19 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Sowell Financial Services held 32,339 shares of Nuveen California Quality Municipal Income Fund worth $392K as of Q2 2026.
  • Sowell Financial Services bought 98 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $1.17K.
  • Nuveen California Quality Municipal Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #757 holding.
  • Sowell Financial Services first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2016 and has held it in 19 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.