HBW Advisory Services’s Nuveen California AMT-Free Quality Municipal Income Fund NKX Stock Holding History

HBW Advisory Services’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
2022 Q2	–	Sell	-20,742	Closed	-$281K	–	241
2022 Q1	$281K	Buy	20,742 +9,963	+92%	+$143K	0.1%	184
2021 Q4	$171K	Buy	+10,779	New	+$174K	0.04%	257
2021 Q3	–	Sell	-10,477	Closed	-$171K	–	263
2021 Q2	$171K	Hold	10,477	–	–	0.05%	237
2021 Q1	$162K	Buy	+10,477	New	+$161K	0.04%	236

Other funds holding NKX

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

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

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

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

HWAM

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

AAM

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

LCM

Leisure Capital Management Costa Mesa, California $286M AUM 26.75% 1-Year Est. Return

BZWA

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

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

HBW Advisory Services's NKX Position: Q2 2022 in Review

HBW Advisory Services sold out of Nuveen California AMT-Free Quality Municipal Income Fund (NKX) in Q2 2022, closing a stake of 20,742 shares — an estimated $281K sold.

HBW Advisory Services first reported a position in NKX in Q1 2021 and held it in 4 quarters. The position peaked at $281K in Q1 2022. 59 funds tracked by Wall St. Rank hold NKX as of Q2 2022.

HBW Advisory Services reported no remaining Nuveen California AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
HBW Advisory Services sold 20,742 Nuveen California AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $281K.
HBW Advisory Services first reported a position in Nuveen California AMT-Free Quality Municipal Income Fund in Q1 2021 and held it in 4 quarters.
HBW Advisory Services's Nuveen California AMT-Free Quality Municipal Income Fund position peaked at $281K in Q1 2022.
59 funds tracked by Wall St. Rank held Nuveen California AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on HBW Advisory Services's 13F filing for Q2 2022, filed 13 Jul 2022.