Mutual Advisors, LLC
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 1694080
OMAHA, NE
Position in NAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$996,336
+$169,291 QoQ
Shares Held
82,206
+15.8% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#33
of 138 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $51,619,051 across 60 Asset Management names. NAC ranks #14 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in NAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,336 | 82,206 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $827,045 | 70,991 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $799,879 | 67,729 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $740,197 | 64,365 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $703,151 | 62,950 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $687,191 | 61,138 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $680,233 | 60,251 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $707,110 | 59,471 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $638,992 | 55,420 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $607,642 | 55,140 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $578,543 | 52,168 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $628,697 | 65,150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,273,730 | 116,642 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,119,199 | 101,653 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,142,235 | 103,183 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $623,578 | 56,844 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,995 | 23,114 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $725,470 | 55,295 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,099,742 | 70,316 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,048,044 | 66,797 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $959,527 | 60,538 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $804,134 | 54,114 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $794,202 | 52,388 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $752,213 | 51,663 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $711,131 | 49,834 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $649,125 | 47,416 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||