NewEdge Wealth, LLC

Position in NAC — Nuveen California Quality Municipal Income Fund

CIK 1861796 STAMFORD, CT

Position in NAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$467,832

+$18,142 QoQ

Shares Held

38,600

0.0% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#62

of 138 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $142,534,632 across 51 Asset Management names. NAC ranks #31 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	546,382	$64,292,769
2	APO	Apollo Global Management, Inc.	86,404	$10,222,457
3	CEF	Sprott Physical Gold & Silver Trust	253,922	$10,215,282
4	PHYS	Sprott Physical Gold Trust	234,115	$7,063,249
5	BLK	BlackRock, Inc.	7,135	$6,860,730
6	OBDC	Blue Owl Capital Corp	614,082	$6,675,071
7	PSLV	Sprott Physical Silver Trust	211,665	$3,994,118
8	ARDC	Ares Dynamic Credit Allocation Fund, Inc.	249,723	$3,154,001

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$467,832	38,600	0.0%	Shares	Sole	2026-08-10
2026-03-31	$449,690	38,600	0.0%	Shares	Sole	2026-05-13
2025-12-31	$455,866	38,600	0.0%	Shares	Sole	2026-02-03
2025-09-30	$443,900	38,600	+42.4%	Shares	Sole	2025-11-07
2025-06-30	$302,707	27,100	0.0%	Shares	Sole	2025-08-11
2025-03-31	$304,604	27,100	0.0%	Shares	Sole	2025-05-09
2024-12-31	$305,959	27,100	+54.9%	Shares	Sole	2025-02-05
2024-09-30	$208,075	17,500	+5.2%	Shares	Sole	2024-11-12
2022-12-31	$184,182	16,638	+20.5%	Shares	Sole	2023-02-14
2022-09-30	$151,407	13,802	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.