Wedbush Securities
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Wedbush Securities’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

Wedbush Securities’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 		$1.05M Sell
102,462
-12,200
-11% -$141K 0.03% 460
2026
Q2 		$1.39M Sell
114,662
-8,557
-7% -$102K 0.04% 392
2026
Q1 		$1.44M Buy
123,219
+25,614
+26% +$304K 0.04% 351
2025
Q4 		$1.15M Buy
97,605
+5,236
+6% +$61.9K 0.03% 404
2025
Q3 		$1.06M Buy
92,369
+6,050
+7% +$67.9K 0.03% 409
2025
Q2 		$964K Buy
86,319
+2,300
+3% +$25.1K 0.03% 423
2025
Q1 		$944K Sell
84,019
-56,214
-40% -$638K 0.03% 405
2024
Q4 		$1.58M Buy
140,233
+20,857
+17% +$241K 0.06% 245
2024
Q3 		$1.42M Buy
119,376
+4,200
+4% +$49.2K 0.05% 274
2024
Q2 		$1.33M Sell
115,176
-8,422
-7% -$93K 0.05% 299
2024
Q1 		$1.36M Sell
123,598
-4,590
-4% -$50.5K 0.05% 290
2023
Q4 		$1.42M Buy
128,188
+1,369
+1% +$13.9K 0.06% 239
2023
Q3 		$1.22M Sell
126,819
-16,230
-11% -$170K 0.06% 252
2023
Q2 		$1.56M Sell
143,049
-8,958
-6% -$96.6K 0.07% 210
2023
Q1 		$1.67M Buy
152,007
+1,296
+0.9% +$14.4K 0.08% 184
2022
Q4 		$1.67M Sell
150,711
-903
-0.6% -$9.8K 0.09% 178
2022
Q3 		$1.66M Buy
151,614
+9,998
+7% +$122K 0.09% 169
2022
Q2 		$1.75M Buy
141,616
+2,202
+2% +$26.8K 0.1% 167
2022
Q1 		$1.83M Buy
139,414
+4,375
+3% +$61.3K 0.08% 196
2021
Q4 		$2.11M Buy
135,039
+2,328
+2% +$35.9K 0.09% 180
2021
Q3 		$2.08M Buy
132,711
+9,462
+8% +$151K 0.1% 177
2021
Q2 		$1.95M Buy
123,249
+52,815
+75% +$812K 0.09% 197
2021
Q1 		$1.05M Buy
70,434
+19,250
+38% +$286K 0.06% 318
2020
Q4 		$776K Sell
51,184
-32,714
-39% -$485K 0.07% 310
2020
Q3 		$1.22M Sell
83,898
-42,455
-34% -$623K 0.12% 187
2020
Q2 		$1.8M Sell
126,353
-8,535
-6% -$119K 0.17% 130
2020
Q1 		$1.85M Sell
134,888
-27,425
-17% -$403K 0.22% 104
2019
Q4 		$2.42M Sell
162,313
-39,767
-20% -$591K 0.21% 98
2019
Q3 		$3.03M Buy
202,080
+3,894
+2% +$57.9K 0.3% 70
2019
Q2 		$2.87M Sell
198,186
-16,467
-8% -$232K 0.29% 69
2019
Q1 		$2.96M Sell
214,653
-27,925
-12% -$372K 0.32% 61
2018
Q4 		$3.09M Buy
242,578
+34,574
+17% +$433K 0.4% 47
2018
Q3 		$2.69M Buy
208,004
+132,155
+174% +$1.76M 0.31% 61
2018
Q2 		$1.01M Buy
75,849
+4,000
+6% +$53.4K 0.13% 191
2018
Q1 		$962K Buy
71,849
+10,296
+17% +$141K 0.13% 195
2017
Q4 		$881K Sell
61,553
-371
-0.6% -$5.42K 0.11% 229
2017
Q3 		$924K Sell
61,924
-5,763
-9% -$87.9K 0.12% 194
2017
Q2 		$1.02M Sell
67,687
-8,859
-12% -$131K 0.13% 185
2017
Q1 		$1.1M Sell
76,546
-15,200
-17% -$219K 0.15% 158
2016
Q4 		$1.3M Buy
91,746
+47,007
+105% +$689K 0.19% 107
2016
Q3 		$735K Buy
44,739
+5,556
+14% +$92.9K 0.11% 209
2016
Q2 		$664K Sell
39,183
-2,800
-7% -$45.8K 0.11% 212
2016
Q1 		$676K Sell
41,983
-3,346
-7% -$52.9K 0.12% 189
2015
Q4 		$702K Sell
45,329
-700
-2% -$10.6K 0.13% 180
2015
Q3 		$688K Buy
46,029
+1,800
+4% +$26.3K 0.14% 174
2015
Q2 		$636K Buy
44,229
+22,708
+106% +$342K 0.12% 210
2015
Q1 		$329K Buy
21,521
+2,802
+15% +$43K 0.06% 405
2014
Q4 		$282K Buy
18,719
+524
+3% +$7.71K 0.04% 424
2014
Q3 		$259K Buy
+18,195
New +$255K 0.04% 452

Other funds holding NAC

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
DKM Wealth Management
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wedbush Securities's NAC Position: Q3 2026 in Review

Wedbush Securities reduced its Nuveen California Quality Municipal Income Fund (NAC) stake by 11% in Q3 2026, selling an estimated $141K and leaving 102,462 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #460.

Wedbush Securities first reported a position in NAC in Q3 2014 and has held it in 49 quarters since. The position peaked at $3.09M in Q4 2018. 66 funds tracked by Wall St. Rank hold NAC as of Q3 2026.

  • Wedbush Securities held 102,462 shares of Nuveen California Quality Municipal Income Fund worth $1.05M as of Q3 2026.
  • Wedbush Securities sold 12,200 Nuveen California Quality Municipal Income Fund shares in Q3 2026, an estimated $141K.
  • Nuveen California Quality Municipal Income Fund made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #460 holding.
  • Wedbush Securities first reported a position in Nuveen California Quality Municipal Income Fund in Q3 2014 and has held it in 49 quarters since.
  • Wedbush Securities's Nuveen California Quality Municipal Income Fund position peaked at $3.09M in Q4 2018.
  • 66 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.