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

Ameriprise’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
Q1 		$1.25M Buy
105,254
+35,071
+50% +$446K ﹤0.01% 3191
2025
Q4 		$873K Buy
70,183
+23,448
+50% +$298K ﹤0.01% 3398
2025
Q3 		$592K Buy
46,735
+13,547
+41% +$162K ﹤0.01% 3571
2025
Q2 		$391K Sell
33,188
-24,449
-42% -$291K ﹤0.01% 3609
2025
Q1 		$726K Sell
57,637
-55,934
-49% -$712K ﹤0.01% 3346
2024
Q4 		$1.44M Buy
113,571
+11,030
+11% +$145K ﹤0.01% 3078
2024
Q3 		$1.39M Sell
102,541
-3,943
-4% -$52.2K ﹤0.01% 3081
2024
Q2 		$1.33M Buy
106,484
+2,015
+2% +$24K ﹤0.01% 3038
2024
Q1 		$1.27M Buy
104,469
+46,741
+81% +$541K ﹤0.01% 3073
2023
Q4 		$666K Sell
57,728
-40,631
-41% -$439K ﹤0.01% 3348
2023
Q3 		$1.01M Buy
98,359
+25,634
+35% +$285K ﹤0.01% 3143
2023
Q2 		$839K Sell
72,725
-6,604
-8% -$74.9K ﹤0.01% 3247
2023
Q1 		$923K Buy
79,329
+13,279
+20% +$160K ﹤0.01% 3191
2022
Q4 		$812K Buy
66,050
+21,319
+48% +$248K ﹤0.01% 3219
2022
Q3 		$528K Buy
44,731
+11,622
+35% +$155K ﹤0.01% 3375
2022
Q2 		$426K Buy
33,109
+7,896
+31% +$103K ﹤0.01% 3447
2022
Q1 		$342K Sell
25,213
-1,412
-5% -$20.3K ﹤0.01% 3599
2021
Q4 		$421K Sell
26,625
-28
-0.1% -$453 ﹤0.01% 3573
2021
Q3 		$440K Sell
26,653
-818
-3% -$13.4K ﹤0.01% 3447
2021
Q2 		$448K Buy
27,471
+356
+1% +$5.65K ﹤0.01% 3494
2021
Q1 		$419K Buy
27,115
+6,539
+32% +$101K ﹤0.01% 3472
2020
Q4 		$324K Buy
20,576
+16
+0.1% +$246 ﹤0.01% 3480
2020
Q3 		$314K Sell
20,560
-1,403
-6% -$21.5K ﹤0.01% 3409
2020
Q2 		$328K Sell
21,963
-6,680
-23% -$96.2K ﹤0.01% 3333
2020
Q1 		$406K Sell
28,643
-16,549
-37% -$251K ﹤0.01% 3201
2019
Q4 		$687K Buy
45,192
+11,709
+35% +$177K ﹤0.01% 3225
2019
Q3 		$506K Buy
33,483
+8,135
+32% +$123K ﹤0.01% 3298
2019
Q2 		$455K Buy
25,348
+14,171
+127% +$201K ﹤0.01% 3367
2019
Q1 		$156K Buy
+11,177
New +$150K ﹤0.01% 3589
2018
Q4 		– Sell
-10,484
Closed -$135K – 3730
2018
Q3 		$135K Sell
10,484
-976
-9% -$13.1K ﹤0.01% 3595
2018
Q2 		$156K Buy
+11,460
New +$155K ﹤0.01% 3526
2018
Q1 		– Sell
-13,557
Closed -$208K – 3663
2017
Q4 		$208K Buy
13,557
+55
+0.4% +$856 ﹤0.01% 3460
2017
Q3 		$213K Buy
13,502
+1,879
+16% +$29.7K ﹤0.01% 3497
2017
Q2 		$181K Buy
+11,623
New +$176K ﹤0.01% 3584
2015
Q3 		– Sell
-12,760
Closed -$181K – 3907
2015
Q2 		$181K Buy
+12,760
New +$187K ﹤0.01% 3854
2013
Q3 		– Sell
-1,067
Closed -$14K – 5652
2013
Q2 		$14K Buy
+1,067
New +$15K ﹤0.01% 4538

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise's NKX Position: Q1 2026 in Review

Ameriprise increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 50% in Q1 2026, buying an estimated $446K and bringing the position to 105,254 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #3191.

Ameriprise first reported a position in NKX in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.44M in Q4 2024. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Ameriprise held 105,254 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $1.25M as of Q1 2026.
  • Ameriprise bought 35,071 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $446K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #3191 holding.
  • Ameriprise first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 36 quarters since.
  • Ameriprise's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $1.44M in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.