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Strategic Advocates’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Strategic Advocates’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 		$121K Hold
10,400
– – 0.54% 43
2025
Q4 		$123K Hold
10,400
– – 0.03% 149
2025
Q3 		$120K Hold
10,400
– – 0.03% 157
2025
Q2 		$116K Hold
10,400
– – 0.03% 126
2025
Q1 		$117K Hold
10,400
– – 0.04% 113
2024
Q4 		$117K Hold
10,400
– – 0.04% 110
2024
Q3 		$124K Hold
10,400
– – 0.04% 118
2024
Q2 		$120K Hold
10,400
– – 0.05% 119
2024
Q1 		$115K Hold
10,400
– – 0.04% 126
2023
Q4 		$115K Hold
10,400
– – 0.05% 148
2023
Q3 		$100K Buy
+10,400
New +$109K 0.05% 139

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