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Nuveen California Municipal Value Fund shares owned by Fortress Wealth Management

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

Historical chart of Fortress Wealth Management 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 Fortress Wealth Management 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 Fortress Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $452k 50k 9.00
2023-12-31 $446k 50k 8.96
2023-09-30 $292k 36k 8.21
2023-06-30 $301k 35k 8.55
2023-03-31 $308k 35k 8.81

More positions owned by Fortress Wealth Management

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Profitab (DUHP)
Syntax Etf Tr Stratifd Lrg Cap (SSPY)
Dimensional Etf Trust Internatnal Val (DFIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Pimco Etf Tr Multisector Bd (PYLD)
Exchange Listed Fds Tr Saba Int Rate (CEFS)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Intl High Profit (DIHP)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Fortress Wealth Management

Top funds holding Nuveen California Municipal Value Fund

UBS Group
Guggenheim Capital, LLC Managers
Advisors Asset Management
Wells Fargo & Company
Hennion & Walsh Asset Management
First Foundation Advisors
Rivernorth Capital Management
Royal Bank of Canada
Bank of America Corporation
Regatta Capital Group
Bank of New York Mellon
Tortoise Investment Management
Melfa Wealth Management
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Nuveen California Municipal Value Fund