Southland Equity Partners LLC

Position in NAC — Nuveen California Quality Municipal Income Fund

CIK 2006517 WILDWOOD, MO

Position in NAC

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,235,412

+$144,936 QoQ

Shares Held

184,440

+2.8% QoQ

Ownership

0.118%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#19

of 138 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Southland Equity Partners LLC holds $4,853,809 across 6 Asset Management names. NAC ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NAC	Nuveen California Quality Municipal Income Fund This page	184,440	$2,235,412
2	BLK	BlackRock, Inc.	1,182	$1,136,563
3	SII	Sprott Inc.	5,027	$564,783
4	BX	Blackstone Inc.	4,356	$512,570
5	STT	State Street Corp	1,382	$234,387
6	AWF	Alliancebernstein Global High Income Fund Inc	16,514	$170,094

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,235,412	184,440	+2.8%	Shares	Sole	2026-07-13
2026-03-31	$2,090,476	179,440	-12.9%	Shares	Sole	2026-04-14
2025-12-31	$2,433,922	206,090	+34.7%	Shares	Sole	2026-01-14
2025-09-30	$1,759,960	153,040	+12.9%	Shares	Sole	2025-10-15
2025-06-30	$1,513,981	135,540	+10.2%	Shares	Sole	2025-07-14
2025-03-31	$1,382,969	123,040	0.0%	Shares	Sole	2025-04-16
2024-12-31	$1,389,121	123,040	+20.5%	Shares	Sole	2025-01-21
2024-09-30	$1,214,444	102,140	+12.3%	Shares	Sole	2024-10-15
2024-06-30	$1,048,538	90,940	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,002,158	90,940	+43.2%	Shares	Sole	2024-04-12
2023-12-31	$704,215	63,500	-10.3%	Shares	Sole	2024-01-09
2023-09-30	$683,220	70,800	+4.8%	Shares	Sole	2024-01-02
2023-06-30	$737,646	67,550	+6.1%	Shares	Sole	2024-01-02
2023-03-31	$700,786	63,650	+152.1%	Shares	Sole	2024-01-02
2022-12-31	$279,517	25,250	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.