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 Q2	$261K	Hold	20,791	–	–	﹤0.01%	4511
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 New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HWAM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Envestnet Asset Management's NKX Position: Q2 2026 in Review

Envestnet Asset Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 20,791 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #4511.

Envestnet Asset Management first reported a position in NKX in Q4 2016 and has held it in 8 quarters since. The position peaked at $410K in Q3 2022. 85 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

Envestnet Asset Management held 20,791 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $261K as of Q2 2026.
Envestnet Asset Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q2 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4511 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 8 quarters since.
Envestnet Asset Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $410K in Q3 2022.
85 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.