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Sowell Financial Services LLC → NAC
Sowell Financial Services LLC NAC Position History
Nuveen California Quality Municipal Income Fund • Financial Services
Quarters held
5
Latest value
$305K
Q3 2026
Peak value
$392K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $380K |
| Q1 2026 | $376K |
| Q2 2026 | $392K |
| Q3 2026 | $305K |
| Q3 2026 | $305K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $305K | 29.8K | — | — |
| Q3 2026 | $305K | 29.8K | — | — |
| Q2 2026 | $392K | 32.3K | — | — |
| Q1 2026 | $376K | 32.2K | — | — |
| Q4 2025 | $380K | 32.2K | — | — |
Other funds holding NAC
$84M
$69.9M
$60.7M
$43.2M
$41.6M
$38.6M
$36.3M
$36.3M