Barnes Wealth Management Group, Inc
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 2066194
Bakersfield, CA
Position in NAC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$181,230
+$7,028 QoQ
Shares Held
14,953
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#99
of 138 holders
Holding Since
Dec 2024
7 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, 2026Barnes Wealth Management Group, Inc holds $516,600 across 3 Asset Management names. NAC ranks #2 (35.1% of the industry book) .
All Filings in NAC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $181,230 | 14,953 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $174,202 | 14,953 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $176,594 | 14,953 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $171,959 | 14,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $167,025 | 14,953 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $168,071 | 14,953 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $168,819 | 14,953 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||