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Bridgewealth Advisory Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Bridgewealth Advisory Group’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 		$631K Buy
53,059
+127
+0.2% +$1.61K 0.13% 69
2025
Q4 		$658K Buy
52,932
+252
+0.5% +$3.2K 0.15% 69
2025
Q3 		$667K Buy
52,680
+201
+0.4% +$2.4K 0.15% 61
2025
Q2 		$618K Buy
+52,479
New +$625K 0.16% 62
2025
Q1 		– Sell
-52,231
Closed -$665K – 86
2024
Q4 		$665K Buy
52,231
+10,099
+24% +$132K 0.19% 56
2024
Q3 		$573K Buy
+42,132
New +$557K 0.21% 50

Other funds holding NKX

Morgan Stanley
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bridgewealth Advisory Group's NKX Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.24% in Q1 2026, buying an estimated $1.61K and bringing the position to 53,059 shares worth $631K. The position accounts for 0.13% of the portfolio, ranked #69.

Bridgewealth Advisory Group first reported a position in NKX in Q3 2024 and has held it in 6 quarters since. The position peaked at $667K in Q3 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Bridgewealth Advisory Group held 53,059 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $631K as of Q1 2026.
  • Bridgewealth Advisory Group bought 127 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $1.61K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.13% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #69 holding.
  • Bridgewealth Advisory Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 6 quarters since.
  • Bridgewealth Advisory Group's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $667K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.