Wolverine Asset Management
NCA icon

Wolverine Asset Management’s Nuveen California Municipal Value Fund NCA Stock Holding History

Wolverine Asset Management’s Portfolio NCA Stock Details NCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$257K Buy
+30,275
New +$273K ﹤0.01% 1124
2025
Q2 		– Sell
-142,542
Closed -$1.23M – 1736
2025
Q1 		$1.23M Buy
142,542
+61,945
+77% +$532K 0.01% 621
2024
Q4 		$681K Buy
80,597
+25,744
+47% +$227K 0.01% 797
2024
Q3 		$500K Sell
54,853
-6,107
-10% -$54.7K 0.01% 858
2024
Q2 		$529K Buy
+60,960
New +$531K 0.01% 825
2022
Q1 		– Sell
-36,591
Closed -$370K – 2295
2021
Q4 		$370K Buy
+36,591
New +$374K ﹤0.01% 1091
2021
Q3 		– Sell
-88,303
Closed -$944K – 2223
2021
Q2 		$944K Buy
88,303
+2,832
+3% +$29.5K 0.01% 667
2021
Q1 		$873K Buy
+85,471
New +$895K 0.01% 694
2019
Q2 		– Sell
-38,972
Closed -$372K – 1545
2019
Q1 		$372K Buy
+38,972
New +$368K 0.01% 931
2018
Q3 		– Sell
-22,979
Closed -$218K – 1588
2018
Q2 		$218K Sell
22,979
-92,708
-80% -$872K ﹤0.01% 1093
2018
Q1 		$1.08M Buy
+115,687
New +$1.12M 0.01% 736

Other funds holding NCA

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Sterling Group Wealth Management
Sterling Group Wealth Management Pasadena, California $257M AUM 15.55% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Wolverine Asset Management's NCA Position: Q3 2026 in Review

Wolverine Asset Management opened a new position in Nuveen California Municipal Value Fund (NCA) in Q3 2026: 30,275 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in NCA as recently as Q1 2025.

Wolverine Asset Management first reported a position in NCA in Q1 2018 and has held it in 11 quarters since. The position peaked at $1.23M in Q1 2025. 21 funds tracked by Wall St. Rank hold NCA as of Q3 2026.

  • Wolverine Asset Management held 30,275 shares of Nuveen California Municipal Value Fund worth $257K as of Q3 2026.
  • Nuveen California Municipal Value Fund was a new Wolverine Asset Management position in Q3 2026.
  • Nuveen California Municipal Value Fund made up ﹤0.01% of Wolverine Asset Management's portfolio in Q3 2026, its #1124 holding.
  • Wolverine Asset Management first reported a position in Nuveen California Municipal Value Fund in Q1 2018 and has held it in 11 quarters since.
  • Wolverine Asset Management's Nuveen California Municipal Value Fund position peaked at $1.23M in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Nuveen California Municipal Value Fund as of Q3 2026.

Based on Wolverine Asset Management's 13F filing for Q3 2026, filed 2 Nov 2026.