Envestnet Asset Management
NKX icon

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

Envestnet Asset 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
Q1 		$247K Buy
20,791
+1,584
+8% +$20.1K ﹤0.01% 4400
2025
Q4 		$239K Buy
19,207
+5,428
+39% +$68.9K ﹤0.01% 4169
2025
Q3 		$175K Buy
+13,779
New +$164K ﹤0.01% 4351
2022
Q4 		– Sell
-34,699
Closed -$410K – 4017
2022
Q3 		$410K Buy
+34,699
New +$461K ﹤0.01% 3142
2017
Q3 		– Sell
-11
Closed – – 2995
2017
Q2 		$0 Hold
11
– – ﹤0.01% 3100
2017
Q1 		$0 Hold
11
– – ﹤0.01% 3149
2016
Q4 		$0 Buy
+11
New +$163 ﹤0.01% 3231

Other funds holding NKX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management's NKX Position: Q1 2026 in Review

Envestnet Asset Management increased its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 8.2% in Q1 2026, buying an estimated $20.1K and bringing the position to 20,791 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Envestnet Asset Management first reported a position in NKX in Q4 2016 and has held it in 7 quarters since. The position peaked at $410K in Q3 2022. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Envestnet Asset Management held 20,791 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $247K as of Q1 2026.
  • Envestnet Asset Management bought 1,584 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $20.1K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4400 holding.
  • Envestnet Asset Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2016 and has held it in 7 quarters since.
  • Envestnet Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $410K in Q3 2022.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.