FNY Investment Advisers’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

FNY Investment Advisers’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	$11K	Hold	900	–	–	﹤0.01%	606
2026 Q1	$10K	Buy	+900	New	+$11.4K	﹤0.01%	543
2025 Q4	–	Sell	-900	Closed	-$11K	–	1287
2025 Q3	$11K	Hold	900	–	–	﹤0.01%	787
2025 Q2	$10K	Hold	900	–	–	﹤0.01%	663
2025 Q1	$11K	Buy	+900	New	+$11.5K	0.01%	482
2024 Q4	–	Sell	-900	Closed	-$12K	–	839
2024 Q3	$12K	Buy	+900	New	+$11.9K	0.01%	485
2024 Q2	–	Sell	-900	Closed	-$10	–	682
2024 Q1	$10	Buy	+900	New	+$10.4K	0.01%	458
2023 Q4	–	Sell	-900	Closed	-$9K	–	688
2023 Q3	$9K	Hold	900	–	–	0.01%	406
2023 Q2	$10K	Hold	900	–	–	0.01%	313
2023 Q1	$10K	Buy	+900	New	+$10.9K	0.01%	342
2022 Q4	–	Sell	-900	Closed	-$10K	–	661
2022 Q3	$10K	Hold	900	–	–	0.01%	382
2022 Q2	$11K	Hold	900	–	–	0.01%	403
2022 Q1	$12K	Buy	+900	New	+$12.9K	0.01%	418
2020 Q2	–	Sell	-5,000	Closed	-$70K	–	542
2020 Q1	$70K	Buy	+5,000	New	+$75.7K	0.05%	203
2019 Q4	–	Sell	-172	Closed	-$2K	–	978
2019 Q3	$2K	Buy	172 +10	+6%	+$151	﹤0.01%	747
2019 Q2	$2K	Sell	162 -7,044	-98%	-$100K	﹤0.01%	839
2019 Q1	$100K	Buy	+7,206	New	+$96.6K	0.03%	252
2018 Q4	–	Sell	-90	Closed	-$1K	–	917
2018 Q3	$1K	Hold	90	–	–	﹤0.01%	804
2018 Q2	$1K	Buy	+90	New	+$1.22K	﹤0.01%	949

Other funds holding NKX

HWAM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

DWM

DWR Wealth Management San Jose, California $134M AUM

BAG

Bridgewealth Advisory Group Fresno, California $530M AUM 13.72% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

BZWA

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

FNY Investment Advisers's NKX Position: Q2 2026 in Review

FNY Investment Advisers held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q2 2026 at 900 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

FNY Investment Advisers first reported a position in NKX in Q2 2018 and has held it in 19 quarters since. The position peaked at $100K in Q1 2019. 26 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

FNY Investment Advisers held 900 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $11K as of Q2 2026.
FNY Investment Advisers 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 FNY Investment Advisers's portfolio in Q2 2026, its #606 holding.
FNY Investment Advisers first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q2 2018 and has held it in 19 quarters since.
FNY Investment Advisers's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $100K in Q1 2019.
26 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on FNY Investment Advisers's 13F filing for Q2 2026, filed 8 Jul 2026.