NCA — NUVEEN CALIFORNIA MUNI VLU F

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in NUVEEN CALIFORNIA MUNI VLU F (NCA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,727 — 0% 0.00% $33K $8.73
2023 Q4 ADDED 3,727 +693 +22.8% 0.00% $33K $8.20
2023 Q1 ADDED 3,034 +350 +13.0% 0.00% $27K $7.82
2022 Q4 INITIATED 2,684 — — 0.00% $23K —
% of Fund (quarterly)    NCA price (monthly, adj. close)

Other funds also holding NCA

As of 2025 Q4 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.42% Sterling Group Wealth Management, LLC 3Y 0.23% Ducere Wealth Management LLC 0.21% SWEENEY & MICHEL, LLC 0.2% REGATTA CAPITAL GROUP, LLC 3Y 0.18% Atlas Private Wealth Advisors 3Y 0.18% Advisors Asset Management, Inc. 3Y 7Y 0.16% Hennion & Walsh Asset Management, Inc. 3Y 0.11% Arlington Financial Advisors, LLC 3Y 7Y 0.05% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.04%
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