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Nuveen CA Dividend Advantage Muni. Fund shares owned by Barnes Wealth Management Group

Quarter-by-quarter ownership of Nuveen CA Dividend Advantage Muni. Fund (NAC) shares owned by Barnes Wealth Management Group from 13F filings

Historical chart of Barnes Wealth Management Group investment in Nuveen CA Dividend Advantage Muni. Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen CA Dividend Advantage Muni. Fund held by Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen CA Dividend Advantage Muni. Fund by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $172k 15k 11.50
2025-06-30 $167k 15k 11.17
2025-03-31 $168k 15k 11.24
2024-12-31 $169k 15k 11.29

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

Top funds holding Nuveen CA Dividend Advantage Muni. Fund

Morgan Stanley
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Rockefeller Capital Management
UBS Group
Advisors Asset Management
Mariner Wealth Advisors
MacKay Shields
LPL Financial
Allianz Asset Management
Hennion & Walsh Asset Management
Ignite Planners
LM Advisors
Evoke Wealth
PFG Investments

View all funds holding Nuveen CA Dividend Advantage Muni. Fund