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

Financial Network Wealth 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
2025 Q1	$27K	Buy	+2,135	New	+$27.2K	0.01%	281
2022 Q4	–	Sell	-12,177	Closed	-$144K	–	109
2022 Q3	$144K	Hold	12,177	–	–	0.09%	88
2022 Q2	$157K	Hold	12,177	–	–	0.09%	91
2022 Q1	$165K	Hold	12,177	–	–	0.09%	111
2021 Q4	$193K	Hold	12,177	–	–	0.1%	115
2021 Q3	$200K	Hold	12,177	–	–	0.11%	108
2021 Q2	$198K	Hold	12,177	–	–	0.12%	105
2021 Q1	$188K	Hold	12,177	–	–	0.12%	105
2020 Q4	$192K	Buy	+12,177	New	+$187K	0.15%	95

Other funds holding NKX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

HWAM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Network Wealth Management's NKX Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q1 2025: 2,135 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Financial Network Wealth Management previously reported a position in NKX as recently as Q3 2022.

Financial Network Wealth Management first reported a position in NKX in Q4 2020 and has held it in 9 quarters since. The position peaked at $200K in Q3 2021. 66 funds tracked by Wall St. Rank hold NKX as of Q1 2025.

Financial Network Wealth Management held 2,135 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $27K as of Q1 2025.
Nuveen California AMT-Free Quality Municipal Income Fund was a new Financial Network Wealth Management position in Q1 2025.
Nuveen California AMT-Free Quality Municipal Income Fund made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #281 holding.
Financial Network Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q4 2020 and has held it in 9 quarters since.
Financial Network Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $200K in Q3 2021.
66 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.