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

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

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.