Cerity Partners’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Cerity Partners’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	-22,046	Closed	-$262K	–	3517
2026 Q1	$262K	Hold	22,046	–	–	﹤0.01%	2701
2025 Q4	$274K	Sell	22,046 -5,332	-19%	-$67.7K	﹤0.01%	2459
2025 Q3	$347K	Hold	27,378	–	–	﹤0.01%	2190
2025 Q2	$322K	Hold	27,378	–	–	﹤0.01%	2117
2025 Q1	$345K	Sell	27,378 -644	-2%	-$8.2K	﹤0.01%	1953
2024 Q4	$354K	Sell	28,022 -1,322	-5%	-$17.3K	﹤0.01%	1950
2024 Q3	$399K	Buy	29,344 +7,298	+33%	+$96.6K	﹤0.01%	1899
2024 Q2	$276K	Hold	22,046	–	–	﹤0.01%	1868
2024 Q1	$257K	Hold	22,046	–	–	﹤0.01%	1958
2023 Q4	$254K	Hold	22,046	–	–	﹤0.01%	1607
2023 Q3	$226K	Hold	22,046	–	–	﹤0.01%	1249
2023 Q2	$254K	Hold	22,046	–	–	﹤0.01%	1446
2023 Q1	$257K	Buy	+22,046	New	+$266K	﹤0.01%	1604

Other funds holding NKX

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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

HWAM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

DWM

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Cerity Partners's NKX Position: Q2 2026 in Review

Cerity Partners sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 22,046 shares — an estimated $262K sold.

Cerity Partners first reported a position in NKX in Q1 2023 and held it in 13 quarters. The position peaked at $399K in Q3 2024. 84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Cerity Partners reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
Cerity Partners sold 22,046 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $262K.
Cerity Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and held it in 13 quarters.
Cerity Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $399K in Q3 2024.
84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.