NAC β€” NUVEEN CA QUALTY MUN INCOME

Ownership history in Intellectus Partners, LLC  Β·  6 quarters on record

AI Ownership Summary

Intellectus Partners, LLC reported NUVEEN CA QUALTY MUN INCOME (NAC) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows NAC at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intellectus Partners, LLC's position in NUVEEN CA QUALTY MUN INCOME, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NAC was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Intellectus Partners, LLC held NAC β€” position size vs. price
% of Fund (quarterly)    NAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 25,000 β€” 0% 0.06% $293K 2026-04-10 $11.69
2025 Q4 UNCHANGED 25,000 β€” 0% 0.06% $295K 2026-02-10 $11.71
2025 Q3 UNCHANGED 25,000 β€” 0% 0.06% $289K 2025-11-12 $11.70
2025 Q2 ADDED 25,000 +11,500 +85.2% 0.06% $281K 2025-08-05 $10.57
2025 Q1 UNCHANGED 13,500 β€” 0% 0.04% $153K 2025-04-11 $9.67
2024 Q4 INITIATED 13,500 β€” β€” 0.03% $152K 2025-02-07 $10.41

FAQ About Intellectus Partners, LLC and NAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intellectus Partners, LLC reported owning NAC?

Intellectus Partners, LLC reported NAC across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NAC position in Intellectus Partners, LLC's portfolio?

The largest reported portfolio weight for NAC was 0.06% in 2025 Q2.

What is the latest reported NAC position on this page?

The most recent filing on this page is 2026 Q1, when Intellectus Partners, LLC reported 25,000 shares, equal to 0.06% of portfolio, with an estimated market value of $293K.

What does the chart on this NAC ownership page compare?

The chart compares Intellectus Partners, LLC's quarterly NAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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