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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
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 $1.66T 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

Tortuga Wealth Management's NAC Position: Q1 2026 in Review

Tortuga Wealth Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 27% in Q1 2026, buying an estimated $57.6K and bringing the position to 22,972 shares worth $268K. The position accounts for 0.25% of the portfolio, ranked #86.

Tortuga Wealth Management first reported a position in NAC in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold NAC as of Q1 2026.

  • Tortuga Wealth Management held 22,972 shares of Nuveen California Quality Municipal Income Fund worth $268K as of Q1 2026.
  • Tortuga Wealth Management bought 4,850 Nuveen California Quality Municipal Income Fund shares in Q1 2026, an estimated $57.6K.
  • Nuveen California Quality Municipal Income Fund made up 0.25% of Tortuga Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Tortuga Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.