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

Golden State 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 Q1	$24.6K	Hold	2,064	–	–	﹤0.01%	868
2025 Q4	$25.7K	Hold	2,064	–	–	﹤0.01%	870
2025 Q3	$26.2K	Hold	2,064	–	–	﹤0.01%	849
2025 Q2	$24.3K	Hold	2,064	–	–	﹤0.01%	834
2025 Q1	$26K	Hold	2,064	–	–	﹤0.01%	737
2024 Q4	$26.1K	Buy	+2,064	New	+$27.1K	﹤0.01%	702
2020 Q2	–	Sell	-656	Closed	-$9K	–	651
2020 Q1	$9K	Buy	+656	New	+$9.94K	﹤0.01%	643
2019 Q4	–	Sell	-656	Closed	-$10K	–	629
2019 Q3	$10K	Hold	656	–	–	﹤0.01%	756
2019 Q2	$9K	Hold	656	–	–	﹤0.01%	774
2019 Q1	$9K	Buy	+656	New	+$8.8K	﹤0.01%	803

Other funds holding NKX

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

HWAM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

DWM

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

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

Golden State Wealth Management's NKX Position: Q1 2026 in Review

Golden State Wealth Management held its Nuveen California AMT-Free Quality Municipal Income Fund (NKX) position steady in Q1 2026 at 2,064 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Golden State Wealth Management first reported a position in NKX in Q1 2019 and has held it in 10 quarters since. The position peaked at $26.2K in Q3 2025. 80 funds tracked by Wall St. Rank hold NKX as of Q1 2026.

Golden State Wealth Management held 2,064 shares of Nuveen California AMT-Free Quality Municipal Income Fund worth $24.6K as of Q1 2026.
Golden State Wealth Management left its Nuveen California AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2026.
Nuveen California AMT-Free Quality Municipal Income Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #868 holding.
Golden State Wealth Management first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $26.2K in Q3 2025.
80 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.