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Evoke Wealth’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Evoke Wealth’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 		$1.72M Sell
143,219
-9,978
-7% -$127K 0.03% 200
2025
Q4 		$1.91M Buy
153,197
+669
+0.4% +$8.49K 0.04% 185
2025
Q3 		$1.94M Buy
152,528
+526
+0.3% +$6.28K 0.04% 172
2025
Q2 		$1.8M Buy
152,002
+1,239
+0.8% +$14.8K 0.04% 165
2025
Q1 		$1.91M Buy
150,763
+305
+0.2% +$3.88K 0.05% 137
2024
Q4 		$1.9M Buy
150,458
+589
+0.4% +$7.73K 0.05% 130
2024
Q3 		$2.05M Buy
149,869
+128,557
+603% +$1.7M 0.06% 119
2024
Q2 		$268K Sell
21,312
-129,792
-86% -$1.55M 0.32% 63
2024
Q1 		$1.84M Buy
+151,104
New +$1.75M 0.05% 122
2023
Q4 		– Sell
-168,863
Closed -$1.74M – 265
2023
Q3 		$1.74M Sell
168,863
-7,819
-4% -$87K 0.06% 128
2023
Q2 		$2.05M Buy
176,682
+5,029
+3% +$57.1K 0.07% 107
2023
Q1 		$2.01M Buy
171,653
+1,396
+0.8% +$16.8K 0.07% 107
2022
Q4 		$2.09M Buy
170,257
+23,398
+16% +$273K 0.08% 111
2022
Q3 		$1.74M Hold
146,859
– – 0.07% 108
2022
Q2 		$1.9M Buy
146,859
+1,790
+1% +$23.4K 0.07% 110
2022
Q1 		$1.98M Buy
145,069
+6,130
+4% +$88.1K 0.06% 119
2021
Q4 		$2.2M Buy
138,939
+1
+0% +$16 0.07% 120
2021
Q3 		$2.29M Buy
138,938
+12,499
+10% +$205K 0.09% 113
2021
Q2 		$2.07M Buy
126,439
+30,190
+31% +$479K 0.08% 122
2021
Q1 		$1.49M Sell
96,249
-45,318
-32% -$698K 0.07% 125
2020
Q4 		$2.23M Buy
141,567
+236
+0.2% +$3.63K 0.15% 47
2020
Q3 		$2.17M Buy
141,331
+32,178
+29% +$494K 0.18% 46
2020
Q2 		$1.64M Buy
109,153
+2,014
+2% +$29K 0.16% 43
2020
Q1 		$1.52M Sell
107,139
-256
-0.2% -$3.88K 0.22% 35
2019
Q4 		$1.63M Buy
107,395
+14,119
+15% +$214K 0.21% 46
2019
Q3 		$1.42M Buy
+93,276
New +$1.41M 0.17% 64

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

Evoke Wealth's NKX Position: Q1 2026 in Review

Evoke Wealth reduced its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) stake by 6.5% in Q1 2026, selling an estimated $127K and leaving 143,219 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #200.

Evoke Wealth first reported a position in NKX in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.29M in Q3 2021. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

  • Evoke Wealth held 143,219 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $1.72M as of Q1 2026.
  • Evoke Wealth sold 9,978 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q1 2026, an estimated $127K.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up 0.03% of Evoke Wealth's portfolio in Q1 2026, its #200 holding.
  • Evoke Wealth first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $2.29M in Q3 2021.
  • 80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.