Ehrlich Financial Group’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Ehrlich Financial Group’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	$326K	Buy	30,929 +7,031	+29%	+$84.5K	0.17%	91
2026 Q2	$299K	Buy	23,898 +886	+4%	+$11K	0.15%	94
2026 Q1	$274K	Buy	23,012 +53	+0.2%	+$674	0.16%	95
2025 Q4	$286K	Buy	22,959 +106	+0.5%	+$1.34K	0.16%	92
2025 Q3	$290K	Buy	22,853 +3,638	+19%	+$43.4K	0.17%	90
2025 Q2	$226K	Buy	19,215 +61	+0.3%	+$727	0.15%	101
2025 Q1	$241K	Buy	19,154 +38	+0.2%	+$484	0.18%	91
2024 Q4	$242K	Buy	19,116 +537	+3%	+$7.04K	0.17%	94
2024 Q3	$252K	Buy	18,579 +46	+0.2%	+$609	0.18%	87
2024 Q2	$232K	Buy	18,533 +23	+0.1%	+$274	0.18%	91
2024 Q1	$225K	Sell	18,510 -2,123	-10%	-$24.6K	0.19%	87
2023 Q4	$238K	Buy	+20,633	New	+$223K	0.24%	85

Other funds holding NKX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

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

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Ehrlich Financial Group's NKX Position: Q3 2026 in Review

Ehrlich Financial Group increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 29% in Q3 2026, buying an estimated $84.5K and bringing the position to 30,929 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #91.

Ehrlich Financial Group first reported a position in NKX in Q4 2023 and has held it in 12 quarters since. 61 funds tracked by Wall St. Rank hold NKX as of Q3 2026.

Ehrlich Financial Group held 30,929 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $326K as of Q3 2026.
Ehrlich Financial Group bought 7,031 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q3 2026, an estimated $84.5K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.17% of Ehrlich Financial Group's portfolio in Q3 2026, its #91 holding.
Ehrlich Financial Group first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2023 and has held it in 12 quarters since.
61 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.