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

AssetMark Inc’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	$50.2K	Buy	+4,218	New	+$53.6K	﹤0.01%	1750

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

AssetMark Inc's NKX Position: Q1 2026 in Review

AssetMark Inc opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 4,218 shares worth $50.2K. The stake represents ﹤0.01% of the portfolio and ranks #1750 among its holdings.

80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

AssetMark Inc held 4,218 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $50.2K as of Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new AssetMark Inc position in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1750 holding.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.