Camelot Technology Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Camelot Technology 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
2025 Q3	–	Sell	-14,501	Closed	-$171K	–	59
2025 Q2	$171K	Hold	14,501	–	–	0.15%	51
2025 Q1	$183K	Hold	14,501	–	–	0.17%	53
2024 Q4	$183K	Hold	14,501	–	–	0.17%	55
2024 Q3	$197K	Hold	14,501	–	–	0.17%	60
2024 Q2	$181K	Hold	14,501	–	–	0.17%	58
2024 Q1	$176K	Hold	14,501	–	–	0.16%	60
2023 Q4	$167K	Buy	+14,501	New	+$157K	0.17%	57

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Camelot Technology Advisors's NKX Position: Q3 2025 in Review

Camelot Technology Advisors sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 14,501 shares — an estimated $171K sold.

Camelot Technology Advisors first reported a position in NKX in Q4 2023 and held it in 7 quarters. The position peaked at $197K in Q3 2024. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

Camelot Technology Advisors reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
Camelot Technology Advisors sold 14,501 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $171K.
Camelot Technology Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and held it in 7 quarters.
Camelot Technology Advisors's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $197K in Q3 2024.
65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Camelot Technology Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.