ODonnell Financial Services, LLC
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 1730962
SAN RAFAEL, CA
Position in NAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,854
New position
Shares Held
20,285
first reported quarter
Ownership
0.013%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#83
of 138 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026ODonnell Financial Services, LLC holds $245,854 across 1 Asset Management name. NAC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NAC |
Nuveen California Quality Municipal Income Fund
This page
|
20,285 | $245,854 |
All Filings in NAC
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,854 | 20,285 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||