Pure Financial Advisors, LLC
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 1571556
SAN DIEGO, CA
Position in NAC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$184,139
-$27,832 QoQ
Shares Held
15,193
-16.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#96
of 138 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $3,518,704 across 10 Asset Management names. NAC ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
6,954 | $822,727 | |
| 2 | BX |
Blackstone Inc.
|
5,687 | $669,189 | |
| 3 | BLK |
BlackRock, Inc.
|
491 | $472,125 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
8,910 | $379,476 | |
| 5 | NTRS |
Northern Trust Corp
|
1,532 | $266,322 | |
| 6 | PFG |
Principal Financial Group Inc
|
2,178 | $234,744 | |
| 7 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
17,094 | $214,187 | |
| 8 | NAC |
Nuveen California Quality Municipal Income Fund
This page
|
15,193 | $184,139 |
All Filings in NAC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,139 | 15,193 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $211,971 | 18,195 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $214,882 | 18,195 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $209,242 | 18,195 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $203,238 | 18,195 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $204,511 | 18,195 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,421 | 18,195 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $216,338 | 18,195 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $207,240 | 17,974 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $198,073 | 17,974 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $197,047 | 17,768 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $141,970 | 14,712 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $155,610 | 14,250 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $156,892 | 14,250 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $157,747 | 14,250 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $156,322 | 14,250 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $145,506 | 11,801 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $154,829 | 11,801 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $184,567 | 11,801 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $185,157 | 11,801 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $247,767 | 15,632 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $170,756 | 11,491 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $174,203 | 11,491 | Shares | Sole | 2021-01-12 | |
| 2020-03-31 | $165,690 | 12,103 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||