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Decker Retirement Planning’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Decker Retirement Planning’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
Q1 		– Sell
-230
Closed -$2.91K – 458
2024
Q4 		$2.91K Buy
+230
New +$3.02K ﹤0.01% 394

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

Decker Retirement Planning's NKX Position: Q1 2025 in Review

Decker Retirement Planning sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2025, closing a stake of 230 shares — an estimated $2.91K sold.

Decker Retirement Planning first reported a position in NKX in Q4 2024 and held it in 1 quarter. The position peaked at $2.91K in Q4 2024. 66 funds tracked by Wall St. Rank hold NKX as of Q1 2025.

  • Decker Retirement Planning reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Decker Retirement Planning sold 230 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2025, an estimated $2.91K.
  • Decker Retirement Planning first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Decker Retirement Planning's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.91K in Q4 2024.
  • 66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Decker Retirement Planning's 13F filing for Q1 2025, filed 24 Apr 2025.