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WFA of San Diego’s Nuveen California Quality Municipal Income Fund NAC Stock Holding History

WFA of San Diego’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 		– Sell
-590
Closed -$6.87K – 273
2026
Q1 		$6.87K Buy
590
+45
+8% +$534 0.01% 317
2025
Q4 		$6.44K Buy
545
+45
+9% +$532 ﹤0.01% 332
2025
Q3 		$5.75K Buy
500
+50
+11% +$561 ﹤0.01% 353
2025
Q2 		$5.03K Buy
+450
New +$4.91K ﹤0.01% 359

Other funds holding NAC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

WFA of San Diego's NAC Position: Q2 2026 in Review

WFA of San Diego sold out of Nuveen California Quality Municipal Income Fund (NAC) in Q2 2026, closing a stake of 590 shares — an estimated $6.87K sold.

WFA of San Diego first reported a position in NAC in Q2 2025 and held it in 4 quarters. The position peaked at $6.87K in Q1 2026. 138 funds tracked by Wall St. Rank hold NAC as of Q2 2026.

  • WFA of San Diego reported no remaining Nuveen California Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 590 Nuveen California Quality Municipal Income Fund shares in Q2 2026, an estimated $6.87K.
  • WFA of San Diego first reported a position in Nuveen California Quality Municipal Income Fund in Q2 2025 and held it in 4 quarters.
  • WFA of San Diego's Nuveen California Quality Municipal Income Fund position peaked at $6.87K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Nuveen California Quality Municipal Income Fund as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.