Atria Wealth Solutions’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-14,504	Closed	-$184K	–	1749
2025 Q1	$184K	Hold	14,504	–	–	﹤0.01%	1738
2024 Q4	$183K	Hold	14,504	–	–	﹤0.01%	1851
2024 Q3	$198K	Hold	14,504	–	–	﹤0.01%	1798
2024 Q2	$183K	Hold	14,504	–	–	﹤0.01%	1801
2024 Q1	$177K	Sell	14,504 -2,000	-12%	-$23.1K	﹤0.01%	1845
2023 Q4	$190K	Buy	16,504 +2,000	+14%	+$21.6K	﹤0.01%	1789
2023 Q3	$149K	Sell	14,504 -1,500	-9%	-$16.7K	﹤0.01%	1745
2023 Q2	$186K	Sell	16,004 -3,781	-19%	-$42.9K	﹤0.01%	1718
2023 Q1	$231K	Sell	19,785 -18,425	-48%	-$222K	﹤0.01%	1584
2022 Q4	$464K	Hold	38,210	–	–	0.01%	1120
2022 Q3	$453K	Buy	+38,210	New	+$508K	0.01%	1077
2022 Q2	–	Sell	-16,004	Closed	-$218K	–	1807
2022 Q1	$218K	Buy	+16,004	New	+$230K	﹤0.01%	1535

Other funds holding NKX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Atria Wealth Solutions's NKX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 14,504 shares — an estimated $184K sold.

Atria Wealth Solutions first reported a position in NKX in Q1 2022 and held it in 12 quarters. The position peaked at $464K in Q4 2022. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

Atria Wealth Solutions reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 14,504 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $184K.
Atria Wealth Solutions first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $464K in Q4 2022.
68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.