Cambridge Investment Research Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Cambridge Investment Research 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	–	Sell	-11,566	Closed	-$138K	–	4134
2026 Q1	$138K	Hold	11,566	–	–	﹤0.01%	3749
2025 Q4	$144K	Buy	+11,566	New	+$147K	﹤0.01%	3646
2024 Q2	–	Sell	-12,109	Closed	-$147K	–	3396
2024 Q1	$147K	Sell	12,109 -177	-1%	-$2.05K	﹤0.01%	3095
2023 Q4	$142K	Buy	12,286 +126	+1%	+$1.36K	﹤0.01%	2984
2023 Q3	$125K	Buy	+12,160	New	+$135K	﹤0.01%	2928
2023 Q1	–	Sell	-13,721	Closed	-$169K	–	3218
2022 Q4	$169K	Sell	13,721 -6,834	-33%	-$79.6K	﹤0.01%	2805
2022 Q3	$243K	Buy	20,555 +98	+0.5%	+$1.3K	﹤0.01%	2550
2022 Q2	$263K	Buy	20,457 +99	+0.5%	+$1.29K	﹤0.01%	2496
2022 Q1	$276K	Buy	20,358 +5,269	+35%	+$75.7K	﹤0.01%	2606
2021 Q4	$239K	Sell	15,089 -3,875	-20%	-$62.6K	﹤0.01%	2730
2021 Q3	$311K	Sell	18,964 -3,334	-15%	-$54.8K	﹤0.01%	2434
2021 Q2	$363K	Sell	22,298 -683	-3%	-$10.8K	﹤0.01%	2323
2021 Q1	$355K	Buy	22,981 +683	+3%	+$10.5K	﹤0.01%	2164
2020 Q4	$351K	Buy	22,298 +3,875	+21%	+$59.6K	﹤0.01%	2015
2020 Q3	$281K	Hold	18,423	–	–	﹤0.01%	1989
2020 Q2	$275K	Hold	18,423	–	–	﹤0.01%	1952
2020 Q1	$261K	Buy	18,423 +2,000	+12%	+$30.3K	﹤0.01%	1760
2019 Q4	$250K	Hold	16,423	–	–	﹤0.01%	2038
2019 Q3	$248K	Hold	16,423	–	–	﹤0.01%	1964
2019 Q2	$240K	Sell	16,423 -4,870	-23%	-$69.2K	﹤0.01%	1890
2019 Q1	$296K	Buy	21,293 +1,263	+6%	+$16.9K	﹤0.01%	1814
2018 Q4	$254K	Buy	20,030 +745	+4%	+$9.42K	﹤0.01%	1771
2018 Q3	$248K	Hold	19,285	–	–	﹤0.01%	1917
2018 Q2	$262K	Buy	+19,285	New	+$260K	﹤0.01%	1832
2017 Q4	–	Sell	-11,130	Closed	-$176K	–	2140
2017 Q3	$176K	Hold	11,130	–	–	﹤0.01%	1851
2017 Q2	$173K	Hold	11,130	–	–	﹤0.01%	1786
2017 Q1	$164K	Buy	+11,130	New	+$162K	﹤0.01%	1647

Other funds holding NKX

HWAM

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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Cambridge Investment Research Advisors's NKX Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 11,566 shares — an estimated $138K sold.

Cambridge Investment Research Advisors first reported a position in NKX in Q1 2017 and held it in 27 quarters. The position peaked at $363K in Q2 2021. 32 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 11,566 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $138K.
Cambridge Investment Research Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2017 and held it in 27 quarters.
Cambridge Investment Research Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $363K in Q2 2021.
32 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.