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

GK 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
2026
Q2 		– Sell
-54,096
Closed -$635K – 260
2026
Q1 		$635K Buy
+54,096
New +$688K 0.55% 27

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GK Wealth Management's NKX Position: Q2 2026 in Review

GK Wealth Management sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2026, closing a stake of 54,096 shares — an estimated $635K sold.

GK Wealth Management first reported a position in NKX in Q1 2026 and held it in 1 quarter. The position peaked at $635K in Q1 2026. 16 funds tracked by Wall St. Rank hold NKX as of Q2 2026.

  • GK Wealth Management reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2026 after selling out during the quarter.
  • GK Wealth Management sold 54,096 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2026, an estimated $635K.
  • GK Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2026 and held it in 1 quarter.
  • GK Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $635K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.