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

Apriem 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 Q1	$517K	Buy	43,436 +2,000	+5%	+$25.4K	0.05%	120
2025 Q4	$515K	Buy	41,436 +4,000	+11%	+$50.8K	0.05%	119
2025 Q3	$474K	Sell	37,436 -5,572	-13%	-$66.5K	0.04%	121
2025 Q2	$506K	Sell	43,008 -199	-0.5%	-$2.37K	0.05%	115
2025 Q1	$544K	Buy	43,207 +1,300	+3%	+$16.6K	0.06%	108
2024 Q4	$530K	Sell	41,907 -13,732	-25%	-$180K	0.06%	107
2024 Q3	$756K	Sell	55,639 -800	-1%	-$10.6K	0.09%	84
2024 Q2	$706K	Buy	56,439 +5,000	+10%	+$59.6K	0.09%	87
2024 Q1	$625K	Hold	51,439	–	–	0.08%	95
2023 Q4	$594K	Sell	51,439 -10,825	-17%	-$117K	0.08%	89
2023 Q3	$639K	Sell	62,264 -2,700	-4%	-$30.1K	0.09%	81
2023 Q2	$750K	Buy	64,964 +500	+0.8%	+$5.67K	0.11%	77
2023 Q1	$750K	Buy	64,464 +1,300	+2%	+$15.7K	0.12%	76
2022 Q4	$777K	Sell	63,164 -5,275	-8%	-$61.4K	0.13%	72
2022 Q3	$808K	Sell	68,439 -750	-1%	-$9.97K	0.15%	70
2022 Q2	$891K	Sell	69,189 -50	-0.1%	-$653	0.15%	63
2022 Q1	$939K	Sell	69,239 -2,900	-4%	-$41.7K	0.14%	69
2021 Q4	$1.14M	Sell	72,139 -2,000	-3%	-$32.3K	0.16%	61
2021 Q3	$1.22M	Hold	74,139	–	–	0.17%	54
2021 Q2	$1.21M	Hold	74,139	–	–	0.18%	56
2021 Q1	$1.15M	Sell	74,139 -213	-0.3%	-$3.28K	0.18%	53
2020 Q4	$1.17M	Buy	74,352 +343	+0.5%	+$5.28K	0.21%	44
2020 Q3	$1.13M	Buy	74,009 +1,293	+2%	+$19.9K	0.21%	50
2020 Q2	$1.09M	Sell	72,716 -663	-0.9%	-$9.55K	0.22%	48
2020 Q1	$1.04M	Sell	73,379 -28,962	-28%	-$439K	0.25%	49
2019 Q4	$1.56M	Sell	102,341 -25,560	-20%	-$387K	0.3%	40
2019 Q3	$1.93M	Sell	127,901 -19,102	-13%	-$289K	0.43%	36
2019 Q2	$2.15M	Sell	147,003 -4,811	-3%	-$68.3K	0.67%	32
2019 Q1	$2.11M	Sell	151,814 -1,114	-0.7%	-$14.9K	0.56%	31
2018 Q4	$1.94M	Sell	152,928 -16,744	-10%	-$212K	0.68%	29
2018 Q3	$2.18M	Buy	169,672 +22,852	+16%	+$306K	0.48%	37
2018 Q2	$1.99M	Buy	146,820 +8,574	+6%	+$116K	0.45%	39
2018 Q1	$1.87M	Buy	138,246 +2,996	+2%	+$42.9K	0.46%	40
2017 Q4	$2.08M	Buy	135,250 +1,868	+1%	+$29.1K	0.52%	41
2017 Q3	$2.1M	Sell	133,382 -2,092	-2%	-$33.1K	0.52%	41
2017 Q2	$2.11M	Sell	135,474 -361	-0.3%	-$5.48K	0.56%	42
2017 Q1	$2M	Buy	135,835 +3,142	+2%	+$45.7K	0.54%	41
2016 Q4	$1.9M	Buy	132,693 +30,731	+30%	+$455K	0.56%	40
2016 Q3	$1.7M	Sell	101,962 -397	-0.4%	-$6.77K	0.51%	43
2016 Q2	$1.74M	Buy	102,359 +2,497	+3%	+$40.8K	0.57%	39
2016 Q1	$1.6M	Sell	99,862 -1,849	-2%	-$29K	0.63%	37
2015 Q4	$1.56M	Sell	101,711 -295	-0.3%	-$4.41K	0.56%	39
2015 Q3	$1.5M	Buy	102,006 +5,598	+6%	+$81.1K	0.55%	39
2015 Q2	$1.37M	Buy	96,408 +2,067	+2%	+$30.2K	0.47%	50
2015 Q1	$1.41M	Sell	94,341 -414	-0.4%	-$6.13K	0.49%	52
2014 Q4	$1.4M	Buy	94,755 +6,046	+7%	+$85.8K	0.51%	47
2014 Q3	$1.24M	Sell	88,709 -784	-0.9%	-$10.8K	0.47%	56
2014 Q2	$1.22M	Buy	89,493 +1,747	+2%	+$23.7K	0.47%	57
2014 Q1	$1.17M	Sell	87,746 -647	-0.7%	-$8.33K	0.44%	58
2013 Q4	$1.08M	Sell	88,393 -2,639	-3%	-$32.2K	0.42%	56
2013 Q3	$1.12M	Buy	91,032 +12,701	+16%	+$156K	0.49%	52
2013 Q2	$1.06M	Buy	+78,331	New	+$1.1M	0.52%	51

Other funds holding NKX

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

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

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

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

Apriem Advisors's NKX Position: Q1 2026 in Review

Apriem Advisors increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 4.8% in Q1 2026, buying an estimated $25.4K and bringing the position to 43,436 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #120.

Apriem Advisors first reported a position in NKX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.18M in Q3 2018. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Apriem Advisors held 43,436 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $517K as of Q1 2026.
Apriem Advisors bought 2,000 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $25.4K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.05% of Apriem Advisors's portfolio in Q1 2026, its #120 holding.
Apriem Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2013 and has held it in 52 quarters since.
Apriem Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.18M in Q3 2018.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

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