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

Focus Partners 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
Q2 		$226K Buy
+18,059
New +$224K ﹤0.01% 2423

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AAM
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GC
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Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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

Focus Partners Wealth's NKX Position: Q2 2026 in Review

Focus Partners Wealth opened a new position in Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026: 18,059 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2423 among its holdings.

84 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • Focus Partners Wealth held 18,059 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $226K as of Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund was a new Focus Partners Wealth position in Q2 2026.
  • Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2423 holding.
  • 84 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.