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Tortuga Wealth Management’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Tortuga Wealth Management’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 		$291K Buy
23,997
+1,025
+4% +$12.2K 0.22% 106
2026
Q1 		$268K Buy
22,972
+4,850
+27% +$57.6K 0.25% 86
2025
Q4 		$214K Buy
+18,122
New +$214K 0.23% 89

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
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
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 $3.5B AUM 41.95% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Tortuga Wealth Management's NAC Position: Q2 2026 in Review

Tortuga Wealth Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 4.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 23,997 shares worth $291K. The position accounts for 0.22% of the portfolio, ranked #106.

Tortuga Wealth Management first reported a position in NAC in Q4 2025 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • Tortuga Wealth Management held 23,997 shares of Nuveen California Quality Municipal Income Fund worth $291K as of Q2 2026.
  • Tortuga Wealth Management bought 1,025 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $12.2K.
  • Nuveen California Quality Municipal Income Fund made up 0.22% of Tortuga Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Tortuga Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.