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

Core Wealth 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	$231K	Hold	18,425	–	–	0.1%	166
2026 Q1	$219K	Hold	18,425	–	–	0.1%	157
2025 Q4	$229K	Hold	18,425	–	–	0.1%	150
2025 Q3	$233K	Hold	18,425	–	–	0.11%	149
2025 Q2	$217K	Hold	18,425	–	–	0.11%	158
2025 Q1	$232K	Hold	18,425	–	–	0.13%	148
2024 Q4	$233K	Hold	18,425	–	–	0.13%	150
2024 Q3	$250K	Hold	18,425	–	–	0.15%	137
2024 Q2	$230K	Hold	18,425	–	–	0.16%	129
2024 Q1	$224K	Hold	18,425	–	–	0.17%	121
2023 Q4	$213K	Hold	18,425	–	–	0.17%	111
2023 Q3	$189K	Hold	18,425	–	–	0.17%	105
2023 Q2	$213K	Hold	18,425	–	–	0.2%	100
2023 Q1	$214K	Buy	+18,425	New	+$222K	0.22%	87

Other funds holding NKX

HWAM

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

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Core Wealth Partners's NKX Position: Q2 2026 in Review

Core Wealth Partners held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 18,425 shares worth $231K. The position accounts for 0.1% of the portfolio, ranked #166.

Core Wealth Partners first reported a position in NKX in Q1 2023 and has held it in 14 quarters since. The position peaked at $250K in Q3 2024. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Core Wealth Partners held 18,425 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $231K as of Q2 2026.
Core Wealth Partners left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.1% of Core Wealth Partners's portfolio in Q2 2026, its #166 holding.
Core Wealth Partners first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2023 and has held it in 14 quarters since.
Core Wealth Partners's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $250K in Q3 2024.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.