Ameritas Advisory Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-2,599	Closed	-$30.6K	–	2638
2025 Q2	$30.6K	Buy	+2,599	New	+$31K	﹤0.01%	1544
2023 Q2	–	Sell	-2,599	Closed	-$29.6K	–	1849
2023 Q1	$29.6K	Buy	+2,599	New	+$31.3K	﹤0.01%	1469

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

AAM

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Ameritas Advisory Services's NKX Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 2,599 shares — an estimated $30.6K sold.

Ameritas Advisory Services first reported a position in NKX in Q1 2023 and held it in 2 quarters. The position peaked at $30.6K in Q2 2025. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

Ameritas Advisory Services reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,599 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $30.6K.
Ameritas Advisory Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $30.6K in Q2 2025.
65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.