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 Q2	$126K	Hold	10,400	–	–	0.49%	52
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Strategic Advocates's NAC Position: Q2 2026 in Review

Strategic Advocates held its Nuveen California Quality Municipal Income Fund (NAC) position steady in Q2 2026 at 10,400 shares worth $126K. The position accounts for 0.49% of the portfolio, ranked #52.

Strategic Advocates first reported a position in NAC in Q3 2023 and has held it in 12 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Strategic Advocates held 10,400 shares of Nuveen California Quality Municipal Income Fund worth $126K as of Q2 2026.
Strategic Advocates left its Nuveen California Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California Quality Municipal Income Fund made up 0.49% of Strategic Advocates's portfolio in Q2 2026, its #52 holding.
Strategic Advocates first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2023 and has held it in 12 quarters since.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.