EVOKE WEALTH, LLC

Position in NAC — Nuveen California Quality Municipal Income Fund

CIK 1793432 Los Angeles, CA

Position in NAC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,982,854

-$13,094 QoQ

Shares Held

256,039

+0.9% QoQ

Ownership

0.164%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,982,854	256,039	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$2,995,948	253,679	+1.5%	Shares	Sole	2026-02-06
2025-09-30	$2,873,160	249,840	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,790,534	249,824	+3.9%	Shares	Sole	2025-08-07
2025-03-31	$2,701,803	240,374	0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,713,822	240,374	+21.2%	Shares	Sole	2025-02-10
2024-09-30	$2,358,666	198,374	+331.2%	Shares	Sole	2024-11-13
2024-06-30	$530,380	46,000	-65.4%	Shares	Sole	2024-08-13
2024-03-31	$1,465,373	132,974	-8.6%	Shares	Sole	2024-05-15
2023-09-30	$1,404,219	145,515	+1.0%	Shares	Sole	2023-11-13
2023-06-30	$1,572,643	144,015	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$1,560,282	141,715	+2.9%	Shares	Sole	2023-05-08
2022-12-31	$1,524,361	137,702	+6.8%	Shares	Sole	2023-02-10
2022-09-30	$1,414,932	128,982	+0.0%	Shares	Sole	2022-11-07
2022-06-30	$1,590,076	128,960	+185.4%	Shares	Sole	2022-08-04
2022-03-31	$592,761	45,180	-5.4%	Shares	Sole	2022-05-10
2021-12-31	$747,107	47,769	+5.7%	Shares	Sole	2022-02-09
2021-09-30	$709,188	45,200	+4.7%	Shares	Sole	2021-11-12
2021-06-30	$684,513	43,187	0.0%	Shares	Sole	2021-08-05
2021-03-31	$641,758	43,187	-45.2%	Shares	Sole	2021-05-13
2020-12-31	$1,195,623	78,867	+7.0%	Shares	Sole	2021-02-12
2020-09-30	$1,073,057	73,699	+70.6%	Shares	Sole	2020-11-13
2020-06-30	$616,449	43,199	+0.1%	Shares	Sole	2020-08-10
2020-03-31	$590,627	43,143	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.