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Farther Finance Advisors’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

Farther Finance Advisors’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 		$172K Hold
13,823
– – ﹤0.01% 2357
2026
Q1 		$166K Hold
13,823
– – ﹤0.01% 2151
2025
Q4 		$172K Buy
13,823
+3,200
+30% +$40.6K ﹤0.01% 2010
2025
Q3 		$135K Hold
10,623
– – ﹤0.01% 1848
2025
Q2 		$125K Hold
10,623
– – ﹤0.01% 1651
2025
Q1 		$134K Buy
10,623
+6,901
+185% +$87.9K ﹤0.01% 1402
2024
Q4 		$47K Hold
3,722
– – ﹤0.01% 1692
2024
Q3 		$50.6K Buy
+3,722
New +$49.3K ﹤0.01% 1645

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
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Farther Finance Advisors's NKX Position: Q2 2026 in Review

Farther Finance Advisors held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 13,823 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Farther Finance Advisors first reported a position in NKX in Q3 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Farther Finance Advisors held 13,823 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $172K as of Q2 2026.
  • Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #2357 holding.
  • Farther Finance Advisors first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.