NAC — NUVEEN CA QUALTY MUN INCOME

Ownership history in NWAM LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC 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
4.1% (2020 Q1)
Avg. % of fund
0.23%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 43,139 — 0% 0.03% $496K $11.08
2025 Q2 UNCHANGED 43,139 — 0% 0.04% $482K $10.55
2025 Q1 REDUCED 43,139 -1,385 -3.1% 0.04% $485K $10.40
2024 Q4 UNCHANGED 44,524 — 0% 0.03% $503K $10.24
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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 NWAM LLC Holdings