1620 Investment Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

1620 Investment Advisors’s Portfolio NKX Stock Details NKX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.72K	Hold	536	–	–	﹤0.01%	534
2026 Q1	$6.38K	Hold	536	–	–	﹤0.01%	510
2025 Q4	$6.67K	Hold	536	–	–	﹤0.01%	498
2025 Q3	$6.79K	Hold	536	–	–	﹤0.01%	490
2025 Q2	$6.31K	Buy	536 +266	+99%	+$3.17K	﹤0.01%	507
2025 Q1	$3.34K	Sell	270 -266	-50%	-$3.39K	﹤0.01%	542
2024 Q4	$6.78K	Hold	536	–	–	0.01%	502
2024 Q3	$7.28K	Hold	536	–	–	0.01%	491
2024 Q2	$6.71K	Buy	+536	New	+$6.39K	0.01%	484

Other funds holding NKX

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

1620 Investment Advisors's NKX Position: Q2 2026 in Review

1620 Investment Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 536 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

1620 Investment Advisors first reported a position in NKX in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.28K in Q3 2024. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

1620 Investment Advisors held 536 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $6.72K as of Q2 2026.
1620 Investment Advisors left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #534 holding.
1620 Investment Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $7.28K in Q3 2024.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.