DWR Wealth Management
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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
Q3 		$677K Buy
64,385
+10,247
+19% +$123K 0.47% 29
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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DKM Wealth Management
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Western Wealth Management
Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Rareview Capital
Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

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

DWR Wealth Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 19% in Q3 2026, buying an estimated $123K and bringing the position to 64,385 shares worth $677K. The position accounts for 0.47% of the portfolio, ranked #29.

DWR Wealth Management first reported a position in NKX in Q4 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

  • DWR Wealth Management held 64,385 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $677K as of Q3 2026.
  • DWR Wealth Management bought 10,247 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $123K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.47% of DWR Wealth Management's portfolio in Q3 2026, its #29 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 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

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