DWM
NKX icon

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

DWR 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
Q2 		$675K Buy
54,138
+42
+0.1% +$520 0.5% 27
2026
Q1 		$635K Buy
54,096
+15,555
+40% +$198K 0.55% 27
2025
Q4 		$479K Buy
+38,541
New +$489K 0.44% 32

Other funds holding NKX

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
LCM
Lazari Capital Management Woodland Hills, California $325M AUM 32.83% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWR Wealth Management's NKX Position: Q2 2026 in Review

DWR Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 0.08% in Q2 2026, buying an estimated $520 and bringing the position to 54,138 shares worth $675K. The position accounts for 0.5% of the portfolio, ranked #27.

DWR Wealth Management first reported a position in NKX in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • DWR Wealth Management held 54,138 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $675K as of Q2 2026.
  • DWR Wealth Management bought 42 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $520.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.5% of DWR Wealth Management's portfolio in Q2 2026, its #27 holding.
  • DWR Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.