Wealth Enhancement Advisory Services
NAC icon

Wealth Enhancement Advisory Services’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Wealth Enhancement Advisory Services’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
2025
Q2 		– Sell
-21,383
Closed -$240K – 3448
2025
Q1 		$240K Buy
21,383
+2,574
+14% +$29.2K ﹤0.01% 2598
2024
Q4 		$212K Buy
18,809
+751
+4% +$8.68K ﹤0.01% 2649
2024
Q3 		$215K Buy
+18,058
New +$212K ﹤0.01% 2404
2023
Q4 		– Sell
-11,003
Closed -$106K – 2406
2023
Q3 		$106K Buy
+11,003
New +$115K ﹤0.01% 2092

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Wealth Enhancement Advisory Services's NAC Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2025, closing a stake of 21,383 shares — an estimated $240K sold.

Wealth Enhancement Advisory Services first reported a position in NAC in Q3 2023 and held it in 4 quarters. The position peaked at $240K in Q1 2025. 119 funds tracked by Wall St. Rank hold NAC as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,383 Nuveen California Quality Municipal Income Fund shares in Q2 2025, an estimated $240K.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Nuveen California Quality Municipal Income Fund position peaked at $240K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.