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INDEPENDENT FINANCIAL GROUP, LLC → NAC
INDEPENDENT FINANCIAL GROUP, LLC NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
13
Latest value
$305K
Q3 2026
Peak value
$575K
First seen
Q4 2021
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2021 | $575K |
| Q1 2025 | $126K |
| Q2 2025 | $146K |
| Q2 2025 | $118K |
| Q3 2025 | $151K |
| Q3 2025 | $127K |
| Q4 2025 | $124K |
| Q1 2026 | $119K |
| Q1 2026 | $119K |
| Q2 2026 | $164K |
| Q2 2026 | $125K |
| Q3 2026 | $296K |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 29.0K | — | — |
| Q3 2026 | $296K | 28.9K | — | — |
| Q2 2026 | $125K | 10.0K | — | — |
| Q2 2026 | $164K | 13.5K | — | — |
| Q1 2026 | $119K | 10.0K | — | — |
| Q1 2026 | $119K | 10.0K | — | — |
| Q4 2025 | $124K | 10.0K | — | — |
| Q3 2025 | $127K | 10.0K | — | — |
| Q3 2025 | $151K | 13.1K | — | — |
| Q2 2025 | $118K | 10.0K | — | — |
| Q2 2025 | $146K | 13.0K | — | — |
| Q1 2025 | $126K | 10.0K | — | — |
| Q4 2021 | $575K | 36.8K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M