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

DKM Wealth Management’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	$2.53M	Hold	212,592	–	–	1.82%	16
2025 Q4	$2.64M	Hold	212,592	–	–	1.97%	13
2025 Q3	$2.69M	Hold	212,592	–	–	2.16%	12
2025 Q2	$2.5M	Hold	212,592	–	–	2.16%	13
2025 Q1	$2.68M	Hold	212,592	–	–	2.6%	11
2024 Q4	$2.69M	Buy	+212,592	New	+$2.79M	2.55%	11

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

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

DKM Wealth Management's NKX Position: Q1 2026 in Review

DKM Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 212,592 shares worth $2.53M. The position accounts for 1.82% of the portfolio, ranked #16.

DKM Wealth Management first reported a position in NKX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.69M in Q3 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

DKM Wealth Management held 212,592 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $2.53M as of Q1 2026.
DKM Wealth Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up 1.82% of DKM Wealth Management's portfolio in Q1 2026, its #16 holding.
DKM Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2024 and has held it in 6 quarters since.
DKM Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.69M in Q3 2025.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on DKM Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.