Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- Latest filing
- Jul 27, 2026
NAC holding history
Nuveen California Quality Municipal Income Fund in every 13F filed by Bridgewealth Advisory Group, 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)
- 36,555
- Value
- $443.0K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 36,555 | $443.0K | 0.1% | +177+0.5% | Added | Holders |
| Q1 2026 | 36,378 | $423.8K | 0.1% | +114+0.3% | Added | Holders |
| Q4 2025 | 36,264 | $428.3K | 0.1% | −2,778−7.1% | Reduced | Holders |
| Q3 2025 | 39,042 | $449.0K | 0.1% | +214+0.6% | Added | Holders |
| Q2 2025 | 38,828 | $433.7K | 0.1% | +38,828 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −38,523−100.0% | Sold out | Holders |
| Q4 2024 | 38,523 | $439.9K | 0.1% | +18,280+90.3% | Added | Holders |
| Q3 2024 | 20,243 | $240.7K | 0.1% | +20,243 | New | Holders |