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Nuveen California Municipal Value Fund shares owned by Mission Wealth Management

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

Historical chart of Mission 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 Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $179k 19k 9.33
2024-09-30 $219k 24k 9.12

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Top funds holding Nuveen California Municipal Value Fund

UBS Group
Morgan Stanley
Advisors Asset Management
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
LPL Financial
Wells Fargo & Company
Atlas Private Wealth Advisors
Regatta Capital Group
Bank of America Corporation
Raymond James Financial
Royal Bank of Canada
Fiera Capital Corporation
Stratos Wealth Partners
First Foundation Advisors

View all funds holding Nuveen California Municipal Value Fund