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Blue Zone Wealth Advisors, LLC → NAC
Blue Zone Wealth Advisors, LLC NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
4
Latest value
$443K
Q3 2026
Peak value
$592K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $592K |
| Q1 2026 | $547K |
| Q2 2026 | $548K |
| Q3 2026 | $443K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $443K | 42.1K | — | — |
| Q2 2026 | $548K | 43.7K | — | — |
| Q1 2026 | $547K | 46.0K | — | — |
| Q4 2025 | $592K | 47.6K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M