New Insight Wealth Advisors
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 2022328
SAN RAMON, CA
Position in NAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,141,219
-$20,693 QoQ
Shares Held
94,160
-5.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#32
of 138 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026New Insight Wealth Advisors holds $1,141,219 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
|
94,160 | $1,141,219 |
All Filings in NAC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,219 | 94,160 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,161,912 | 99,735 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $824,160 | 69,785 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $474,202 | 41,235 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $459,477 | 41,135 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $673,388 | 59,910 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $521,146 | 46,160 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $214,614 | 18,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $208,116 | 18,050 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $198,911 | 18,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $205,719 | 18,550 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||