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 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Ehrlich Financial Group's NKX Position: Q2 2026 in Review

Ehrlich Financial Group increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 3.9% in Q2 2026, buying an estimated $11K and bringing the position to 23,898 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #94.

Ehrlich Financial Group first reported a position in NKX in Q4 2023 and has held it in 11 quarters since. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Ehrlich Financial Group held 23,898 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $299K as of Q2 2026.
Ehrlich Financial Group bought 886 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $11K.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.15% of Ehrlich Financial Group's portfolio in Q2 2026, its #94 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 11 quarters since.
16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.