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Nuveen California AMT-Free Quality Municipal Income Fund
NKX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Mather Group
26
Mather Group
Illinois
USD 595 k -USD 82.9 k -6,702 -12%
Apriem Advisors
27
Apriem Advisors
California
USD 569 k +USD 24.8 k +2,000 +5%
Blue Zone Wealth Advisors
28
Blue Zone Wealth Advisors
California
USD 548 k -USD 28.2 k -2,282 -5%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
USD 509 k – – –
Mariner
30
Mariner
Kansas
USD 440 k -USD 1.5 M -120,829 -77%
DI
31
Diligent Investors
California
USD 440 k -USD 12.5 k -1,011 -3%
Stifel Financial
32
Stifel Financial
Missouri
USD 435 k +USD 68.1 k +5,500 +19%
Western Wealth Management
33
Western Wealth Management
Colorado
USD 408 k -USD 68.7 k -5,551 -15%
Stonebridge Financial Group
34
Stonebridge Financial Group
California
USD 386 k +USD 379 k +30,650 Nuevas
Lazari Capital Management
35
Lazari Capital Management
California
USD 360 k – – –
Van Hulzen Asset Management
36
Van Hulzen Asset Management
California
USD 356 k – – –
Pacific Wealth Strategies Group
37
Pacific Wealth Strategies Group
California
USD 351 k – – –
Citadel Advisors
38
Citadel Advisors
Florida
USD 337 k +USD 333 k +26,909 Nuevas
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
USD 317 k +USD 3.29 k +266 +1%
Castle Rock Wealth Management
40
Castle Rock Wealth Management
California
USD 304 k – – –
Ehrlich Financial Group
41
Ehrlich Financial Group
California
USD 299 k +USD 11 k +886 +4%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
USD 299 k +USD 891 +72 +0.3%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
USD 294 k -USD 1.66 k -134 -0.6%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
USD 290 k +USD 16.7 k +1,350 +6%
Readystate Asset Management
45
Readystate Asset Management
Illinois
USD 288 k +USD 284 k +22,959 Nuevas
Creative Planning
46
Creative Planning
Kansas
USD 288 k +USD 15.2 k +1,226 +6%
Modern Wealth Management
47
Modern Wealth Management
Kansas
USD 265 k – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
USD 261 k – – –
Peak Retirement Planning
49
Peak Retirement Planning
Ohio
USD 260 k +USD 256 k +20,723 Nuevas
Tortuga Wealth Management
50
Tortuga Wealth Management
California
USD 258 k +USD 74.3 k +6,000 +41%
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