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 Q3	$456K	Buy	44,445 +20,448	+85%	+$236K	0.32%	70
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

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

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

BNC Wealth Management Beaverton, Oregon $436M AUM 37.7% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Tortuga Wealth Management's NAC Position: Q3 2026 in Review

Tortuga Wealth Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 85% in Q3 2026, buying an estimated $236K and bringing the position to 44,445 shares worth $456K. The position accounts for 0.32% of the portfolio, ranked #70.

Tortuga Wealth Management first reported a position in NAC in Q4 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

Tortuga Wealth Management held 44,445 shares of Nuveen California Quality Municipal Income Fund worth $456K as of Q3 2026.
Tortuga Wealth Management bought 20,448 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $236K.
Nuveen California Quality Municipal Income Fund made up 0.32% of Tortuga Wealth Management's portfolio in Q3 2026, its #70 holding.
Tortuga Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.