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Nuveen California Municipal Value Fund shares owned by Plan

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

Historical chart of Plan investment in Nuveen California Municipal Value Fund

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All positions including Nuveen California Municipal Value Fund held by Plan 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 Plan

Quarter filed Position value Share count Share price at filing
2026-09-30 $95k 11k 8.50

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View all positions for Plan

Top funds holding Nuveen California Municipal Value Fund

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

View all funds holding Nuveen California Municipal Value Fund