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Creative Planning NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
16
Latest value
$318K
Q3 2026
Peak value
$991K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $846K |
| Q3 2025 | $4K |
| Q3 2025 | $279K |
| Q3 2025 | $184K |
| Q4 2025 | $383K |
| Q4 2025 | $167K |
| Q4 2025 | $988K |
| Q1 2026 | $164K |
| Q1 2026 | $991K |
| Q1 2026 | $258K |
| Q2 2026 | $144K |
| Q2 2026 | $917K |
| Q2 2026 | $288K |
| Q3 2026 | $131K |
| Q3 2026 | $804K |
| Q3 2026 | $318K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $318K | 30.2K | — | — |
| Q3 2026 | $804K | 78.4K | — | — |
| Q3 2026 | $131K | 15.5K | — | — |
| Q2 2026 | $288K | 22.9K | — | — |
| Q2 2026 | $917K | 75.7K | — | — |
| Q2 2026 | $144K | 15.5K | — | — |
| Q1 2026 | $258K | 21.7K | — | — |
| Q1 2026 | $991K | 85.1K | — | — |
| Q1 2026 | $164K | 17.5K | — | — |
| Q4 2025 | $988K | 83.7K | — | — |
| Q4 2025 | $167K | 18.7K | — | — |
| Q4 2025 | $383K | 30.8K | — | — |
| Q3 2025 | $184K | 20.7K | — | — |
| Q3 2025 | $279K | 22.1K | — | — |
| Q3 2025 | $4K | 354 | — | — |
| Q3 2025 | $846K | 73.6K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M