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Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

NAC holding history

Nuveen California Quality Municipal Income Fund in every 13F filed by Evoke Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NAC overviewAll 13F holders of NACFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of NAC by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−256,039−100.0%Sold outHolders
Q1 2026256,039$3.00M0.1%+2,360+0.9%AddedHolders
Q4 2025253,679$3.00M0.1%+3,839+1.5%AddedHolders
Q3 2025249,840$2.89M0.1%+160.0%AddedHolders
Q2 2025249,824$2.81M0.1%+9,450+3.9%AddedHolders
Q1 2025240,374$2.72M0.1%00.0%UnchangedHolders
Q4 2024240,374$2.71M0.1%+42,000+21.2%AddedHolders
Q3 2024198,374$2.37M0.1%+152,374+331.2%AddedHolders
Q2 202446,000$533.8K0.8%−86,974−65.4%ReducedHolders
Q1 2024132,974$1.47M<0.1%+132,974NewHolders
Q4 20230$00.0%−145,515−100.0%Sold outHolders
Q3 2023145,515$1.41M<0.1%+1,500+1.0%AddedHolders
Q2 2023144,015$1.58M0.1%+2,300+1.6%AddedHolders
Q1 2023141,715$1.57M0.1%+4,013+2.9%AddedHolders
Q4 2022137,702$1.52M0.1%+8,720+6.8%AddedHolders
Q3 2022128,982$1.42M0.1%+220.0%AddedHolders
Q2 2022128,960$1.60M0.1%+83,780+185.4%AddedHolders
Q1 202245,180$595.0K<0.1%−2,589−5.4%ReducedHolders
Q4 202147,769$747.0K<0.1%+2,569+5.7%AddedHolders
Q3 202145,200$711.0K<0.1%+2,013+4.7%AddedHolders
Q2 202143,187$687.0K<0.1%00.0%UnchangedHolders
Q1 202143,187$644.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.