NAC — NUVEEN CA QUALTY MUN INCOME

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in NUVEEN CA QUALTY MUN INCOME (NAC). 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.

Peak position
0.05% (2023 Q4)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 12,100 +1,757 +17.0% 0.04% $135K $10.55
2024 Q2 ADDED 10,343 +18 +0.2% 0.04% $119K $10.07
2024 Q1 ADDED 10,325 +38 +0.4% 0.04% $114K $9.48
2023 Q4 ADDED 10,287 +37 +0.4% 0.05% $114K $9.42
2023 Q3 ADDED 10,250 +32 +0.3% 0.04% $99K $8.10
2023 Q2 ADDED 10,218 +3,463 +51.3% 0.05% $112K $9.07
2022 Q4 INITIATED 6,755 — — 0.04% $75K —
% of Fund (quarterly)    NAC price (monthly, adj. close)

Other funds also holding NAC

As of 2025 Q4 — sorted by position size

Ignite Planners, LLC 3Y 0.65% Oder Investment Management, LLC 3Y 0.53% Southland Equity Partners LLC 0.48% Rareview Capital LLC 0.48% Pacific Wealth Strategies Group, Inc. 3Y 7Y 0.39% MELFA WEALTH MANAGEMENT, INC. 3Y 0.34% New Insight Wealth Advisors 0.29% Advisors Asset Management, Inc. 3Y 7Y 0.27% GUGGENHEIM CAPITAL LLC 3Y 7Y 0.25% RHS Financial, LLC 3Y 7Y 0.18%
← Back to EWG Elevate Inc. Holdings