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

Western 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	$532K	Buy	43,864 +349	+0.8%	+$4.15K	0.02%	653
2026 Q1	$507K	Buy	43,515 +28,466	+189%	+$338K	0.02%	639
2025 Q4	$178K	Hold	15,049	–	–	0.01%	812
2025 Q3	$173K	Hold	15,049	–	–	0.01%	746
2025 Q2	$168K	Hold	15,049	–	–	0.01%	712
2025 Q1	$169K	Sell	15,049 -11,440	-43%	-$130K	0.01%	658
2024 Q4	$299K	Buy	26,489 +11,440	+76%	+$132K	0.02%	614
2024 Q3	$179K	Hold	15,049	–	–	0.01%	722
2024 Q2	$174K	Hold	15,049	–	–	0.01%	638
2024 Q1	$166K	Hold	15,049	–	–	0.01%	629
2023 Q4	$167K	Hold	15,049	–	–	0.01%	670
2023 Q3	$145K	Hold	15,049	–	–	0.01%	628
2023 Q2	$164K	Hold	15,049	–	–	0.01%	618
2023 Q1	$166K	Hold	15,049	–	–	0.02%	610
2022 Q4	$167K	Sell	15,049 -31,638	-68%	-$343K	0.02%	579
2022 Q3	$500K	Hold	46,687	–	–	0.03%	479
2022 Q2	$575K	Sell	46,687 -3,573	-7%	-$43.4K	0.03%	438
2022 Q1	$659K	Buy	50,260 +35,211	+234%	+$493K	0.03%	447
2021 Q4	$234K	Buy	+15,049	New	+$232K	0.02%	543
2021 Q2	$303K	Buy	+19,042	New	+$293K	0.03%	489

Other funds holding NAC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 New York $65.2B AUM 31.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

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

Western Wealth Management increased its Nuveen California Quality Municipal Income Fund (NAC) stake by 0.8% in Q2 2026, buying an estimated $4.15K and bringing the position to 43,864 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #653.

Western Wealth Management first reported a position in NAC in Q2 2021 and has held it in 20 quarters since. The position peaked at $659K in Q1 2022. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

Western Wealth Management held 43,864 shares of Nuveen California Quality Municipal Income Fund worth $532K as of Q2 2026.
Western Wealth Management bought 349 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $4.15K.
Nuveen California Quality Municipal Income Fund made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #653 holding.
Western Wealth Management first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2021 and has held it in 20 quarters since.
Western Wealth Management's Nuveen California Quality Municipal Income Fund position peaked at $659K in Q1 2022.
138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.