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 Q3	$2.79M	Buy	264,743 +52,151	+25%	+$626K	1.77%	16
2026 Q2	$2.66M	Hold	212,592	–	–	1.74%	15
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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Blue Zone Wealth Advisors Los Angeles, California $636M AUM 19.4% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

DKM Wealth Management's NKX Position: Q3 2026 in Review

DKM Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 25% in Q3 2026, buying an estimated $626K and bringing the position to 264,743 shares worth $2.79M. The position accounts for 1.77% of the portfolio, ranked #16.

DKM Wealth Management first reported a position in NKX in Q4 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

DKM Wealth Management held 264,743 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $2.79M as of Q3 2026.
DKM Wealth Management bought 52,151 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $626K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 1.77% of DKM Wealth Management's portfolio in Q3 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 8 quarters since.
36 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.