Cetera Investment Advisers’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Cetera Investment Advisers’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	$294K	Sell	23,475 -134	-0.6%	-$1.66K	﹤0.01%	4167
2026 Q1	$281K	Sell	23,609 -1,637	-6%	-$20.8K	﹤0.01%	4036
2025 Q4	$314K	Buy	25,246 +456	+2%	+$5.79K	﹤0.01%	3864
2025 Q3	$314K	Sell	24,790 -1,291	-5%	-$15.4K	﹤0.01%	3790
2025 Q2	$307K	Sell	26,081 -4,435	-15%	-$52.8K	﹤0.01%	3382
2025 Q1	$384K	Sell	30,516 -128	-0.4%	-$1.63K	﹤0.01%	3066
2024 Q4	$387K	Sell	30,644 -3,331	-10%	-$43.7K	﹤0.01%	2899
2024 Q3	$462K	Buy	33,975 +1,456	+4%	+$19.3K	﹤0.01%	2709
2024 Q2	$407K	Sell	32,519 -8,733	-21%	-$104K	﹤0.01%	2753
2024 Q1	$501K	Buy	41,252 +14,924	+57%	+$173K	﹤0.01%	2605
2023 Q4	$304K	Sell	26,328 -960	-4%	-$10.4K	﹤0.01%	1780
2023 Q3	$280K	Sell	27,288 -191	-0.7%	-$2.13K	﹤0.01%	1776
2023 Q2	$317K	Sell	27,479 -1,120	-4%	-$12.7K	﹤0.01%	1713
2023 Q1	$333K	Buy	28,599 +2,625	+10%	+$31.7K	﹤0.01%	1646
2022 Q4	$319K	Buy	25,974 +2,019	+8%	+$23.5K	﹤0.01%	1627
2022 Q3	$283K	Sell	23,955 -1,216	-5%	-$16.2K	0.01%	1306
2022 Q2	$324K	Sell	25,171 -19,482	-44%	-$255K	0.01%	1366
2022 Q1	$605K	Hold	44,653	–	–	0.01%	1050
2021 Q4	$707K	Hold	44,653	–	–	0.01%	976
2021 Q3	$732K	Sell	44,653 -677	-1%	-$11.1K	0.01%	911
2021 Q2	$739K	Buy	45,330 +5,282	+13%	+$83.8K	0.01%	902
2021 Q1	$619K	Buy	40,048 +3,200	+9%	+$49.3K	0.01%	866
2020 Q4	$581K	Buy	36,848 +24,923	+209%	+$384K	0.01%	894
2020 Q3	$182K	Hold	11,925	–	–	0.01%	602
2020 Q2	$178K	Buy	+11,925	New	+$172K	0.02%	581
2018 Q4	–	Sell	-10,425	Closed	-$134K	–	492
2018 Q3	$134K	Buy	+10,425	New	+$140K	0.02%	469

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

Cetera Investment Advisers's NKX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.57% in Q2 2026, selling an estimated $1.66K and leaving 23,475 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4167.

Cetera Investment Advisers first reported a position in NKX in Q3 2018 and has held it in 26 quarters since. The position peaked at $739K in Q2 2021. 74 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Cetera Investment Advisers held 23,475 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $294K as of Q2 2026.
Cetera Investment Advisers sold 134 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $1.66K.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4167 holding.
Cetera Investment Advisers first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2018 and has held it in 26 quarters since.
Cetera Investment Advisers's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $739K in Q2 2021.
74 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.