Corient Private Wealth
NKX icon

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

Corient Private Wealth’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
-24,574
Closed -$289K – 2638
2025
Q2 		$289K Buy
24,574
+500
+2% +$5.96K ﹤0.01% 2012
2025
Q1 		$303K Buy
+24,074
New +$307K ﹤0.01% 1846

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UBS Group
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

Corient Private Wealth's NKX Position: Q3 2025 in Review

Corient Private Wealth sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q3 2025, closing a stake of 24,574 shares — an estimated $289K sold.

Corient Private Wealth first reported a position in NKX in Q1 2025 and held it in 2 quarters. The position peaked at $303K in Q1 2025. 65 funds tracked by Wall St. Rank hold NKX as of Q3 2025.

  • Corient Private Wealth reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 24,574 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2025, an estimated $289K.
  • Corient Private Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2025 and held it in 2 quarters.
  • Corient Private Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $303K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.