Tortuga Wealth Management, Inc
Position in NAC — Nuveen California Quality Municipal Income Fund
CIK 2118051
TORRANCE, CA
Position in NAC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$290,843
+$23,220 QoQ
Shares Held
23,997
+4.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#77
of 138 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in NAC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $1,364,014 across 5 Asset Management names. NAC ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
47,047 | $517,046 | |
| 2 | NAC |
Nuveen California Quality Municipal Income Fund
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|
23,997 | $290,843 | |
| 3 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
20,600 | $258,118 | |
| 4 | OCSL |
Oaktree Specialty Lending Corp
|
16,282 | $194,407 | |
| 5 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
16,873 | $103,600 |
All Filings in NAC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,843 | 23,997 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $267,623 | 22,972 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $214,020 | 18,122 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||