Apriem Advisors
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 1425165
IRVINE, CA
Position in NAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$401,414
+$26,051 QoQ
Shares Held
33,120
+2.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#67
of 138 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apriem Advisors holds $5,977,099 across 11 Asset Management names. NAC ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
21,616 | $2,543,554 | |
| 2 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
45,436 | $569,313 | |
| 3 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
47,848 | $525,849 | |
| 4 | NAC |
Nuveen California Quality Municipal Income Fund
This page
|
33,120 | $401,414 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
39,129 | $366,638 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
10,871 | $327,978 | |
| 7 | DBL |
DoubleLine Opportunistic Credit Fund
|
20,110 | $289,181 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
15,083 | $281,147 |
All Filings in NAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,414 | 33,120 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $375,363 | 32,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $380,518 | 32,220 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $416,530 | 36,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $472,714 | 42,320 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $492,536 | 43,820 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $353,602 | 31,320 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $479,404 | 40,320 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $474,113 | 41,120 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $640,482 | 58,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $666,730 | 60,120 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $598,251 | 61,995 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $711,929 | 65,195 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $734,311 | 66,695 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $754,365 | 68,145 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $770,313 | 70,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $865,812 | 70,220 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $921,942 | 70,270 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,102,932 | 70,520 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,161,373 | 74,020 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,173,217 | 74,020 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,107,367 | 74,520 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,134,271 | 74,820 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,147,619 | 78,820 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,122,335 | 78,650 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,121,211 | 81,900 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||