Commonwealth Equity Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Commonwealth Equity Services’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	$298K	Buy	+25,011	New	+$318K	﹤0.01%	3654
2025 Q1	–	Sell	-10,844	Closed	-$137K	–	4243
2024 Q4	$137K	Buy	10,844 +156	+1%	+$2.05K	﹤0.01%	3852
2024 Q3	$145K	Buy	10,688 +174	+2%	+$2.3K	﹤0.01%	3802
2024 Q2	$132K	Buy	+10,514	New	+$125K	﹤0.01%	3760
2022 Q2	–	Sell	-16,462	Closed	-$223K	–	3760
2022 Q1	$223K	Buy	16,462 +5,020	+44%	+$72.1K	﹤0.01%	3236
2021 Q4	$181K	Buy	+11,442	New	+$185K	﹤0.01%	3330
2018 Q2	–	Sell	-17,565	Closed	-$237K	–	2797
2018 Q1	$237K	Buy	17,565 +5,092	+41%	+$72.9K	﹤0.01%	2262
2017 Q4	$192K	Sell	12,473 -12,520	-50%	-$195K	﹤0.01%	2392
2017 Q3	$394K	Buy	+24,993	New	+$396K	﹤0.01%	1786

Other funds holding NKX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Commonwealth Equity Services's NKX Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2026: 25,011 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #3654 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in NKX as recently as Q4 2024.

Commonwealth Equity Services first reported a position in NKX in Q3 2017 and has held it in 9 quarters since. The position peaked at $394K in Q3 2017. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Commonwealth Equity Services held 25,011 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $298K as of Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Commonwealth Equity Services position in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3654 holding.
Commonwealth Equity Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2017 and has held it in 9 quarters since.
Commonwealth Equity Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $394K in Q3 2017.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.