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Nuveen California Municipal Value Fund shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Nuveen California Municipal Value Fund (NCA) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Nuveen California Municipal Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen California Municipal Value Fund held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen California Municipal Value Fund by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 80k 8.90
2025-06-30 $877k 101k 8.68
2025-03-31 $283k 33k 8.65
2020-06-30 $15k 1.5k 10.00

More positions owned by Atlas Private Wealth Advisors

Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio S&p600 (SPSM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Msci Acwi Exus (CWI)

View all positions for Atlas Private Wealth Advisors

Top funds holding Nuveen California Municipal Value Fund

Morgan Stanley
UBS Group
Advisors Asset Management
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Hennion & Walsh Asset Management
LPL Financial
1607 Capital Partners
First Foundation Advisors
Raymond James Financial
Royal Bank of Canada
Regatta Capital Group
Melfa Wealth Management
Atlas Private Wealth Advisors
Allspring Global Investments Holdings

View all funds holding Nuveen California Municipal Value Fund