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

Blue Zone Wealth 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 Q2	$548K	Sell	43,703 -2,282	-5%	-$28.2K	0.1%	79
2026 Q1	$547K	Sell	45,985 -1,636	-3%	-$20.8K	0.11%	80
2025 Q4	$592K	Sell	47,621 -10,606	-18%	-$135K	0.11%	90
2025 Q3	$738K	Sell	58,227 -7,919	-12%	-$94.5K	0.15%	70
2025 Q2	$779K	Sell	66,146 -4,021	-6%	-$47.9K	0.19%	65
2025 Q1	$883K	Sell	70,167 -22,776	-25%	-$290K	0.25%	61
2024 Q4	$1.17M	Sell	92,943 -6,964	-7%	-$91.4K	0.34%	61
2024 Q3	$1.36M	Sell	99,907 -46,489	-32%	-$615K	0.42%	57
2024 Q2	$1.83M	Sell	146,396 -46,703	-24%	-$557K	0.63%	53
2024 Q1	$2.35M	Sell	193,099 -1,524	-0.8%	-$17.6K	0.81%	51
2023 Q4	$2.25M	Sell	194,623 -4,238	-2%	-$45.8K	0.9%	44
2023 Q3	$2.04M	Buy	198,861 +3,831	+2%	+$42.6K	0.9%	45
2023 Q2	$2.25M	Buy	195,030 +9,149	+5%	+$104K	1.04%	41
2023 Q1	$2.16M	Buy	185,881 +2,426	+1%	+$29.3K	1.16%	32
2022 Q4	$2.26M	Buy	183,455 +755	+0.4%	+$8.79K	1.2%	34
2022 Q3	$2.16M	Sell	182,700 -262	-0.1%	-$3.48K	1.12%	35
2022 Q2	$2.36M	Buy	+182,962	New	+$2.39M	1.07%	39

Other funds holding NKX

HWAM

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

DWM

DWR Wealth Management San Jose, California $134M AUM

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Blue Zone Wealth Advisors's NKX Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 5% in Q2 2026, selling an estimated $28.2K and leaving 43,703 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #79.

Blue Zone Wealth Advisors first reported a position in NKX in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.36M in Q2 2022. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Blue Zone Wealth Advisors held 43,703 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $548K as of Q2 2026.
Blue Zone Wealth Advisors sold 2,282 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $28.2K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.1% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #79 holding.
Blue Zone Wealth Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2022 and has held it in 17 quarters since.
Blue Zone Wealth Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.36M in Q2 2022.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.