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Nuveen California Municipal Value Fund shares owned by PFG Investments

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

Historical chart of PFG Investments 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 PFG Investments 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 PFG Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 10k 8.95
2025-09-30 $90k 10k 8.90
2025-06-30 $87k 10k 8.68
2023-03-31 $116k 13k 8.81

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Top funds holding Nuveen California Municipal Value Fund

UBS Group
Advisors Asset Management
Guggenheim Capital, LLC Managers
Hennion & Walsh Asset Management
Wells Fargo & Company
LPL Financial
1607 Capital Partners
Raymond James Financial
Royal Bank of Canada
Regatta Capital Group
First Foundation Advisors
Atlas Private Wealth Advisors
Melfa Wealth Management
Sweeney & Michel
Jones Financial Companies, L.L

View all funds holding Nuveen California Municipal Value Fund