AssetMark Inc
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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
Q2 		– Sell
-4,218
Closed -$50.2K – 3621
2026
Q1 		$50.2K Buy
+4,218
New +$53.6K ﹤0.01% 1750

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GC
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Wells Fargo
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

AssetMark Inc's NKX Position: Q2 2026 in Review

AssetMark Inc sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 4,218 shares — an estimated $50.2K sold.

AssetMark Inc first reported a position in NKX in Q1 2026 and held it in 1 quarter. The position peaked at $50.2K in Q1 2026. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • AssetMark Inc reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • AssetMark Inc sold 4,218 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $50.2K.
  • AssetMark Inc first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and held it in 1 quarter.
  • AssetMark Inc's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $50.2K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.