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Nuveen California Municipal Value Fund shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $225k 24k 9.38

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View all positions for Summit Trail Advisors

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
Regatta Capital Group
Bank of America Corporation
Atlas Private Wealth Advisors
Raymond James Financial
First Foundation Advisors
Royal Bank of Canada
Melfa Wealth Management
Stratos Wealth Partners

View all funds holding Nuveen California Municipal Value Fund