Savvy Advisors, Inc.
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 2003633
NEW YORK, NY
Position in NAC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$141,307
New position
Shares Held
11,659
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#107
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, 2026Savvy Advisors, Inc. holds $27,576,342 across 58 Asset Management names. NAC ranks #50 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,580 | $2,480,824 | |
| 2 | BX |
Blackstone Inc.
|
20,882 | $2,457,184 | |
| 3 | ARCC |
Ares Capital Corp
|
98,491 | $1,825,038 | |
| 4 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
83,949 | $1,213,902 | |
| 5 | MAIN |
Main Street Capital CORP
|
22,718 | $1,178,609 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
57,091 | $1,077,307 | |
| 7 | NTRS |
Northern Trust Corp
|
5,751 | $999,753 | |
| 8 | TSLX |
Sixth Street Specialty Lending, Inc.
|
54,584 | $937,207 |
All Filings in NAC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $141,307 | 11,659 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||