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Nuveen California Municipal Value Fund shares owned by MAI Wealth Advisors

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

Historical chart of MAI 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 MAI 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 MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$216k	24k	8.90
2025-06-30	$211k	24k	8.68
2025-03-31	$210k	24k	8.65
2024-12-31	$211k	25k	8.45

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Top funds holding Nuveen California Municipal Value Fund

Advisors Asset Management

Guggenheim Capital, LLC Managers

Wells Fargo & Company

Hennion & Walsh Asset Management

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

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