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

Cypress Wealth 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
2025
Q2 		– Sell
-27,310
Closed -$344K – 329
2025
Q1 		$344K Buy
27,310
+321
+1% +$4.09K 0.07% 193
2024
Q4 		$341K Buy
+26,989
New +$354K 0.07% 188

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cypress Wealth Services's NKX Position: Q2 2025 in Review

Cypress Wealth Services sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2025, closing a stake of 27,310 shares — an estimated $344K sold.

Cypress Wealth Services first reported a position in NKX in Q4 2024 and held it in 2 quarters. The position peaked at $344K in Q1 2025. 68 funds tracked by Wall St. Rank hold NKX as of Q2 2025.

  • Cypress Wealth Services reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2025 after selling out during the quarter.
  • Cypress Wealth Services sold 27,310 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2025, an estimated $344K.
  • Cypress Wealth Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 2 quarters.
  • Cypress Wealth Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $344K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2025.

Based on Cypress Wealth Services's 13F filing for Q2 2025, filed 28 Jul 2025.