Allworth Financial’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Allworth Financial’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
2025 Q1	–	Sell	-3,000	Closed	-$37.8K	–	4141
2024 Q4	$37.8K	Hold	3,000	–	–	﹤0.01%	1722
2024 Q3	$40.8K	Hold	3,000	–	–	﹤0.01%	1502
2024 Q2	$38K	Hold	3,000	–	–	﹤0.01%	1504
2024 Q1	$36.5K	Hold	3,000	–	–	﹤0.01%	1443
2023 Q4	$34.6K	Hold	3,000	–	–	﹤0.01%	1345
2023 Q3	$30.8K	Hold	3,000	–	–	﹤0.01%	1299
2023 Q2	$34.6K	Hold	3,000	–	–	﹤0.01%	1257
2023 Q1	$34.9K	Hold	3,000	–	–	﹤0.01%	1209
2022 Q4	$36.9K	Hold	3,000	–	–	﹤0.01%	1131
2022 Q3	$35K	Hold	3,000	–	–	﹤0.01%	1089
2022 Q2	$39K	Hold	3,000	–	–	﹤0.01%	987
2022 Q1	$41K	Buy	+3,000	New	+$43.1K	﹤0.01%	964
2019 Q3	–	Sell	-2,000	Closed	-$29K	–	994
2019 Q2	$29K	Buy	+2,000	New	+$28.4K	﹤0.01%	401

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Allworth Financial's NKX Position: Q1 2025 in Review

Allworth Financial sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2025, closing a stake of 3,000 shares — an estimated $37.8K sold.

Allworth Financial first reported a position in NKX in Q2 2019 and held it in 13 quarters. The position peaked at $41K in Q1 2022. 66 funds tracked by Wall St. Rank hold NKX as of Q1 2025.

Allworth Financial reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
Allworth Financial sold 3,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $37.8K.
Allworth Financial first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2019 and held it in 13 quarters.
Allworth Financial's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $41K in Q1 2022.
66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.